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1. Being Prepared for the Next Market Downturn
The next bear market will likely be associated with a U.S. recession. While it is impossible to pinpoint exactly when this might occur, the risk of recession is growing as the expansion ages. — David Lebovitz
2. Are We Headed for a Passive Index Meltdown?
Without Googling, try to guess who said the following quote: “If everybody indexed, the only word you could use is chaos, catastrophe. The markets would fail.” — Frank Holmes
3. When to Start Social Security for Singles, Marrieds, and Survivors
What would you guess your Social Security benefits are worth; a few hundred thousand, maybe? — Dana Anspach
4. Kings of the Castles: Why Moat, Price, and Process Matter for Stock Selection
Can a monopoly be good for investors? Assuming the monopoly isn’t exploitative, companies with a commanding position in their respective industries that are not trading at too high a premium to the market are the ones … — Ed Lopez
5. 3 Major Marketing Challenges Impacting RIAs and How to Solve Them
Has your RIA firm made marketing a C-level function? If not, you are already on the way to being an also-ran in the ever-changing, hyper-competitive landscape of personal financial and investment advice. — Marissa Foy
6. Financial Institutions Aren’t Prepared for the Digital Revolution
How does digitalization impact financial services and why does the advancement of digitalization appear to be moving so slow in the banking industry? — Chris Skinner
7. Why Investors Care so Much About a Few Dots
The Federal Reserve Open Market Committee (FOMC) is set to meet this week and is widely expected to announce a 0.25% increase in the Federal Funds Rate (FFR). — SNW Asset Management
8. Value Investors Must Remain Confident When Your Strategy Does Not Appear to Be Working
The important thing is that we continue to be confident in our value investing principles and the process we use to buy and sell stocks. — The Acquirer’s Multiple
9. Can You Say Who Your Most Valuable Clients Are?
It may seem an obvious question to many however understanding who the most valuable clients are to a firm is not actually universally known it seems. — Tony Vidler
10. 13 Signs Someone is About to Quit
While a solid and consistent team may be your goal, the ebb and flow of life indicates that team members will likely come and go over time. — Andrea Schlapia
11. Risk Is a Four-Letter Word
From time to time I have offered that the fundamental difference between investing and speculating is time. — Paul K. Bates