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Gaining Perspective

Oct 31, 2019

Approximatley 40% of financial advisors plan to retire within the next 10 years, according to Cerulli and Associates. The CFP Board says that there are more certified financial planners over 70 than under 30. Replacing those professionals will be a challenge for the industry. The advisor profession faces a talent and...


Oct 29, 2019

In recent years, behavioral finance has become really popular. But taking a step back, one of the biggest questions I have about this field is -- “So what?” There are so many behavioral finance theories. But where is the practical application? What can we actually do with this stuff?


Oct 22, 2019

Guggenheim’s macroeconomic team is predicting a recession by mid-2020. We discuss the underlying drivers of this forecast, the steps the Fed can take to address a weakening economy, and how advisors should allocate for the period ahead.


Oct 16, 2019

The Davis Funds is celebrating its 50th anniversary this year, and has been owned by the Davis family for that entire period. In addition to that longevity, the Davis Funds is notable in that it has pursued the same, value-oriented, long-term investing discipline over that period.  Chris Davis discusses the...


Oct 9, 2019

Yields have declined sharply over the course of the year. The 10-year yield has dropped about 100 basis points; the 30-year about 80 basis points; and short-term rates are down about 50 basis points. Can rates go any lower? How should advisors position their clients in this environment?