Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read articles for the past year here. Below are another 10 that you might have missed, but I believe merit reading:
- Fascinating Research on the Impact of Your Clothes (and Your Shoes)
By Dan Solin, 10/23/19
New research confirms that the impact of what we wear on first impressions is indisputable. New research confirms that the impact of what we wear on first impressions is indisputable.
- The 12 Ways to Call Yourself an Advisor – Which is Best?
By Sara Grillo, 8/8/19
Whichever title you use, introducing yourself with the word “financial” is enough to kill the conversation at the summer barbecue.
- Jeremy Siegel – The Market is “Fairly Valued” But There are Two Big Risks
By Robert Huebscher, 11/25/19
U.S. stocks are “fairly valued,” according to Jeremy Siegel. But in our annual interview, he also warns of two major risks to the economy and to investors.
- Are Annuities the Best Strategy to Fund One’s Retirement?
By Michael Edesess, 4/1/19
Suppose you are retired, or soon-to-be retired, and you have no reason to leave a bequest. You just want to assure yourself of as much income as possible while you are alive. What is your best course of action? My research shows it’s almost impossible to beat an annuity.
- Advanced Strategies for Investment Taxation
By Allan Roth, 5/6/19
Investing is simple, but taxes aren’t. As a CPA, I make portfolios as tax-efficient as possible. I advise clients that the goal isn’t to pay the least amount of taxes, but to make the most money after taxes. With fee compression eroding advisor profitability, this is one key area you can differentiate your practice and add value for your clients.
- A Historical Perspective on Inverted Yield Curves
By Erik Conley, 4/1/19
The yield curve recently inverted, and market pundits are frantically forecasting the next recession. Why is this getting so much financial media attention and causing alarm among the investment cognoscenti?
- The Active Dangers of Passive Investing
By Vitaliy Katsenelson, 3/29/19
If you own the S&P 500 (or long-term bonds), you implicitly think one of several things is true…
- Anthem
By Bob Veres, 9/12/19
Am I the only one who is growing concerned about the current trajectory of the financial planning profession?
- Understanding the Great Repo Fiasco
By Michael Lebowitz, 9/25/19
On September 16, banks were unwilling or unable to lend on a collateralized basis in the repo market, even with the promise of large risk-free profits. This behavior pointed to the end of the market stimulus that has been around for the past decade.
- Four Ways to Disinherit Family Members
By Dan Timins, 9/19/19
If you do not want certain family members to contest your post-mortem desires, there are several legal weapons available in your estate’s arsenal.
Read more articles by Robert Huebscher
