Archive

Author Archive for Jaylene Howard


The tide may be turning: 2 reasons to favor Europe and Japan over the U.S.

2 reasons to favor Europe and Japan over the U.S.

The U.S. stock market (Russell 3000® Index) has beaten many of its peers in the past 5 years ending March 2016. We believe the tide is turning.

June 2, 2016 Categories: Portfolio Corner
Family reunion

Going back in time to understand retirement investing today

Help clients gain perspective by “time traveling” through the evolution of saving for and spending in retirement.

Apr 5, 2016 Categories: Portfolio Corner
Scales

Income investing: potential perils and benefits of preferred stocks

Preferred stocks were the glimmer of hope for income investors in 2015. But buyer beware before committing a chunk of client portfolios to that potential source of income.

Feb 16, 2016 Categories: Portfolio Corner
Income image

4 questions to ask of income-focused funds

Help your clients conduct the necessary due diligence on their income-focused funds to guard against inappropriate risk-taking.

Jan 12, 2016 Categories: Portfolio Corner
October 2015 Markets in Perspective

Markets in perspective – October 2015 in review

The October Markets in Perspective reveals strategists’ expectations of market volatility when the Fed eventually raises interest rates.

Nov 12, 2015 Categories: Economic Insights
Solar panels

A conversation on infrastructure with Adam Babson, Portfolio Manager Global Infrastructure

Have you considered some of the opportunities – and risks – inherent in listed infrastructure investments in light of central bank policy divergence and growing emerging markets?

Apr 28, 2015 Categories: Portfolio Corner

Home-country bias: still pervasive, still limiting

Do your clients suffer from “home-country bias-itis” in their investment portfolio? Some powerful stats might help cure that syndrome – and potentially put your clients in a better position to meet their long-term goals.

Mar 31, 2015 Categories: Portfolio Corner
Millennials are the future.
Engage them now.

Millennial InvestorSubscribe to the Helping Advisors Blog and receive a free copy of the Millennial Investor.

We will only use your email for Helping Advisors Blog updates.