The Alternative Investments Channel

Creating More Efficient Portfolios & Reducing the Risk of Black Swans

Advisors will learn how using factors and alternative investments that have premiums that are unique and have evidence of persistence, pervasiveness, robustness, implementability, and intuitive risk- or behavioral-based explanations for why we should expect the premiums to persist in the future can lead to the building of more efficient portfolio that also reduce tail risks. You will learn which factors from the over 600 in the literature should be considered and which alternatives out of the many available should be used and why.

Worried About Rising Rates? I Believe this Strategy Could Be the Answer

With interest rates continuing to creep up, there’s a changing of the guard at the Federal Reserve. In my travels and during conferences, I’ve spoken with many fixed-income investors who wonder how they can best prepare for the uncertainty these changes might bring.

The Death of Roboadvisors has been Greatly Underestimated

Here’s my call for 2018: Most robo-advisors are going to fail. Read on to see why I don’t drink the Robo Kool-Aid that the financial industry and media are serving up.

Who Shall Rule the Planning Profession? Competition versus Consolidation

If there’s one topic that is guaranteed to stir up passions in the financial planning/advisory profession it’s consolidation of associations and credentials. Consider some of the issues that are being debated today.

Fed Policy: Soft Landings Are Hard

The Federal Open Market Committee is widely expected to raise the federal funds target rate on Wednesday (to 1.50-1.75%). For investors, the key question is the pace of tightening that will follow.

How a Star NFL Player Achieved Financial Success

He was on the receiving end of the passes from Drew Brees that led the New Orleans Saints to victory in the 2009 Super Bowl. But what distinguishes Marques Colston from his fellow ex-NFL players and other retired athletes is his successful post-professional career.

A Bit About Bob

Do you have a Peloton bike? Follow Bob Huebscher, Advisor Perspectives CEO & Founder, during the 7AM EST Peloton class on Wednesday 3/21.

Bitcoin Bets: Which Pundit Is Right?

The bitcoin and cryptocurrency craze has everyone talking. Here's what some of the big names in the industry are saying.

Three Emerging Trends That Are Upending Our Profession

Last year, I made a number of bold predictions about how the advisory profession is evolving, and what firms are going to have to do to stay ahead of the curve. How have my predictions held up? Here are three transformations that will force every advisory firm to adapt.

Five Photo Shoot Tips for the Perfect Website

If you’re giving your website a makeover, an investment in photos of your actual team (as opposed to tacky stock photos) is a great way to give it a personalized feeling. Here are five things to do and (more importantly) what to avoid to have it come out like the perfect Ansel Adams.

With Rollback, Dodd-Frank Is Now Officially a Dud

You can be forgiven, for missing what I believe is the most significant development of the past few days. On Wednesday, the Senate, in a bipartisan vote, quietly approved plans to roll back key banking rules in 2010’s Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank).

China & Japan Are Reducing US Dollar Holdings - Why?

We’ll touch on several bases today which should make for an interesting E-Letter. We start with the fact that China and Japan are reducing their holdings of US Treasury debt. As the two foreign countries holding the largest amount of our debt by far, should we be concerned? Maybe yes, maybe no. 

Income + Tariffs + Inflation = Underperformance

Many income-oriented investors may not be appropriately positioned for the current market environment, with increasing inflation and looming tariffs poised to lead to significant underperformance.

The Laws of Economics Still Apply to Amazon

A big part of Amazon’s success came from not being taken seriously by its competition. But now, fear of Amazon has reached paranoia levels. The laws of economics, however, still apply to Amazon’s announced health care venture.

A Path Forward for the CFP Board

The CFP Board set out fiduciary duties for all advice. Its statements are clear and strong. This is an important step. But alone, it falls very short. Why?