Most Read Advisorpedia Articles of the Week: March 26-30

Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , March 26-30, 2018


Click the headline to read the full article. Enjoy!


1. Is It Time to Sell Everything and Head for the Hills?


We Are Dealing With a Market in Transition. Thus far in 2018, we’ve dealt with far more uncertainty injected into the market than we have seen in some time, and this week was a doozy from a new tone out of the Federal Reserve to rising talk of trade wars, never mind the shuffling of personnel around the White House. — Lenore Elle Hawkins

2. How Are You Positioning Yourself Against Potential Category-Killers?


In my house, we called it “Torture Us” as a synonym for Toys “R” Us! Goodbye Toys “R” Us and Hello Your Sustainability. The name was our way of capturing the experience we had when we joined throngs of shoppers at Christmas looking for that understocked “must have” toy. — Joseph Michelli

3. Smart Beta & Fixed Income: A Surprisingly Perfect Match


If the idea of combining smart beta and fixed income sounds a bit foreign to you, you’re not alone. Smart beta first became popularized in the equities market, largely because applying smart beta concepts to equities is quite straightforward. — Kelly Ye

4. Why Do Clients Fail to Understand Option Investments?


Options are popular among investments bankers, hedge fund managers and professional traders. They can be used to provide income on existing positions, protection against sudden market drops, higher leverage on the upside, and exposure to almighty volatility. Options can also be combined to create an investment strategy with a customized payoff which is not possible using stocks. — Michel Barakat

5. Commodities Have Miles to Run on Rate Hike


The March 21 announcement by new Fed Chairman Jerome Powell indicated that the Federal Reserve is likely to be more aggressive in its rate hiking policy over the next few years as the effects of reduced business regulation, broad fiscal spending, and stimulative tax cuts are fully incorporated into the economy. Roland Morris

6. An Emerging Theme In Thematic Investing


Exchange traded funds (ETFs) are popular vehicles for market participants looking to engage in thematic investing. Thematic investing looks to take advantage of future growth trends, including disruptive technologies. Given that forward-looking approach, stock-picking in the thematic universe is equally as hard, if not harder, than in traditional market segments. — Tom Lydon

7. Looking Ahead to $20,000 Bitcoin


In last week’s Investor Alert , our investment team shared with you a report from Morgan Stanley that says bitcoin’s price decline since December mimics the Nasdaq tech bubble in the late 1990s. This isn’t earth-shattering news in and of itself. The main difference is that the bitcoin rout happened at 15 times the rate as the tech bubble. — Frank Holmes

8. 7 Biggest Concerns Clients Have When Preparing for Retirement


Over the years, financial professionals have met with hundreds of clients and they mostly have the same concerns. In fact, there are seven concerns that stand out from the rest. These are the main points people looking to retire are most worried about. — Larry Heller

9. What Life Insurance Salespeople Would Prefer You Not to Know


Not everyone needs life insurance. You probably don't if you are single, financially independent, don’t have large debts, or own property or a business that will be liquidated upon your death. — Rick Kahler

10. How to Keep Clients From Making Bad Decisions and Stay Motivated


According to leading psychologist Danial Kahneman, people often form responses instinctively – accepting the first judgement that comes to mind. When left to own devices, we’re apt to make poor decisions based on fallacies or personal biases. And this is never truer than when it comes to investing. — Don Connelly

11. What To Do When You’re Laid Off In Your 50s


Over the past few years IBM , Lenovo , NetApp , Cisco , BASF and GSK among others have announced layoffs for employees in The Research Triangle Park (RTP). While being laid off at any age or stage in your career can come as a shock, getting laid off while in your 50s with retirement plans in sight, can completely overhaul your financial plan. — Cameron Hendricks