It seems like anyone and everyone can find a lesson, morality tale, or instructive point about the apparently pending end of the world on December 21, 2012 as predicted by an unknown and unnamed Mayan calendar maker. Even your trusty Helping Advisor bloggers found an opportunity to leverage the story to make a point about
Time flies when you’re having fun – or when the markets are keeping you busy, as the case may be. 2012 was certainly no exception, and the Helping Advisors blog reflected that again this year. Whether it was providing context, provocative ideas or practical advice, the blog aimed to prompt and support those real conversations you have with clients.
As we look forward to this upcoming presidential election cycle, many investors may want to make changes to their investment portfolios anticipating the outcome. They think one party is better for the economy and the markets than the other, and want to structure their portfolio to take advantage of that. But is that a sound
Since the turn of the millennium, U.S. equities have returned 1.2% per year, as measured by the Russell 3000® Index; non-U.S. equities not much better, up only 2.8% per year, as measured by the MSCI World ex-U.S. Index. One dollar invested (with dividends reinvested) in U.S. equity on January 1, 2000, was worth $1.16 on December 31, 2011. That
When we started this blog one year ago, our vision was to create a resource that would provide context, provocative ideas and practical advice for financial advisors as they work hard to help investors improve their financial security. As a reflection of an advisor’s multi-faceted and incredibly challenging job – depending on the day, you
This year, Russell celebrates 75 years in business. Some might see this is a noteworthy milestone and others might see it as having little relevance to the future. I think it means something – especially when considering the first investment product that Frank Russell (the founder of our firm) offered, called Bondstock. It was far from
There is no shortage of news items for investors to focus on – disasters in Japan, political tensions in the Middle East and North Africa, etc. – but it’ s worth noting how far the markets have come in the last two years and where we are year-to-date in regards to U.S. equities. It was just over