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Europe Factors Parallel US

Date30 Nov 2015

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The academic research has provided investors with strong evidence there’s a small group of investment factors—or sources of returns—that have delivered higher returns over the long term. To be considered among this small group of factors, the evidence should have the following characteristics: Persistence: It holds across long periods of time and various economic regimes....

Fixed Income Quick Take: What Is Duration?

Date23 Nov 2015

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Steve Wiechel, Fixed Income Advisor, Buckingham Explaining duration. Fixed Income Advisor Steve Wiechel with the ins and outs of bond price sensitivity, using higher coupon bonds to lower duration and targeting the duration to best combine yield and volatility. Quick Take: What is Duration from The BAM ALLIANCE on Vimeo.

What You Need to Know About Changes to Social Security

Date16 Nov 2015

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November 2015 How These Changes Could Affect Your Future Filing Strategy Establishing a well-crafted plan that addresses the role Social Security retirement benefits will play in your financial future has never been more important, especially in light of recent changes to how these benefits are administered. On Nov. 2, 2015, President Barack Obama signed into...

What are corporate bonds?

Date16 Nov 2015

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Quick Take on Fixed Income November 2015 Question: What are corporate bonds? Answer: Corporate bonds are debt securities issued by corporations. The bonds have a maturity greater than one year, and interest income is taxable at local, state and federal levels. These bonds are the obligation of the issuing company, which can issue many bonds...

A Wake-Up Call Without the Trauma

Date16 Nov 2015

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Imagine a hypothetical guy who lives a responsible financial life. He’s focused on meeting his obligations, even though he doesn’t have a big cushion when it comes to his take-home pay. Things are tight. He’s not quite living paycheck-to-paycheck, but it’s close. Then one day, an external shock completely outside his control occurs, and it...

Market Efficiency Doesn’t Matter

Date09 Nov 2015

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In a recent discussion on the Advisor Perspectives website (it was in response to an article I wrote on the performance of Third Avenue Management’s actively managed funds), someone commented: “I am, for the most part, a proponent of passive investing, especially in asset classes (such as domestic equity) where the great majority of active...

Should You Really Be Buying That? How to Decide If a Purchase Is Really Worth It

Date09 Nov 2015

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“It was totally worth it.” In this case, “it” referred to a Vitamix blender that a friend recently had purchased. He wasn’t the first. Indeed, I don’t know anyone who has purchased a Vitamix blender and didn’t share my friend’s effusive sentiment, even after spending between $429 and $719 (for the new line of G-Series...

Start Listening to Burnish Your Reputation as a Trusted Adviser

Date09 Nov 2015

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You know what’s crazy? The key to getting people to think you’re smart is to stop talking and to start listening. Let me share a little story to demonstrate. Recently, I attended a dinner party with my friend and colleague Dan Solin. We were in a group of 12 sitting at a rather large table....

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