The initial public offering (IPO) process for launching new closed-end funds may be evolving to attract more investors, says John Cole Scott of CEF Advisors.For more information about Advisor Perspectives services, click on the advertisement below:
Retail sales increased .6% M/M. But this statistic has shown some weakness over the last year: The best news in the report was the 6.9% Y/Y increase in auto sales. But over the last 12 readings, 6 have either been negative or 0%. And some of the inc…
This picture is the story of many investors’ lives, providing they were investing 20-25 years ago. While younger investors may not be able to “feel” the similarities between today’s investor environment and that of the late 199…
Deep into the US earnings season, the halo from Apple’s shining performance has lit up an otherwise lackluster market. This is no consolation for the rest of the companies in the S&P 500. In this type of market, we believe investors need to b…
The dramatic retreat in the price of oil and other commodities has muddied the waters for those trying to assess inflation. The world’s central banks, most of which are charged with meeting an inflation target, are among those struggling to gain …
The Chinese New Year, which kicks off today, is the largest and most widespread cultural event in mainland China, bringing with it massive consumer spending and gift-giving. During this week alone, an estimated 3.6 billion people in the China region tr…
U.S. interest rates so far this year have not risen above their low levels. While long-term yields are unlikely to spike, we expect U.S. rates (both short- and long-term) to climb over the next 12 months.For more information about Advisor Perspectives …
Deflation has been around ever since there was an excess supply of something or when demand had plummeted. The term “deflation” has now become mainstream in the general public’s lexicon, though the understanding of the declining economic growth t…
Stites on Estates took an interesting look at retirement intentions versus retirement reality along with a reiteration of the dismal statistics about how little savings people who are working have accumulated as well as how few dollars people have put …
Thomas White International seeks superior performance by identifying undervalued securities in the U.S. and nearly 45 markets worldwide. Its flagship product is the Thomas White International Fund (TWWDX).For more information about Advisor Perspectives…
In a New Neutral environment that anticipates muted returns and heightened volatility, many investors have looked to liquid alternatives in an effort to boost returns and lower overall portfolio risks. Our approach seeks to efficiently combine a range …
Collectively, the 500 companies in the S&P500 get 46% of their sales and roughly 50% of their profits from outside the US. They are truly multinational giants. Expanding your customer base is always a good thing, but doing business overseas is not …
Last week a scene unfolded in Athens, largely unnoticed by American eyes, that provided all the visual and metaphorical symbols needed to define the current state of the global economy. Hollywood’s best screenwriters couldn’t have laid it out any bette…
The latest proposals from the White House all but ensure that no progress will be made on sorely needed tax-code fixes in 2015.For more information about Advisor Perspectives services, click on the advertisement below:
Pick your poison: weaker oil and copper prices; increasing gold demand; Swiss Franc and Canadian Dollar devaluations; another possible Greek tragedy; launch of European Central Bank (“ECB”) bond buying program; waning emerging markets; weakening U….
SPX has now fallen 4 of the last 5 weeks, including this past one. For the week, SPX and DJIA each lost nearly 3% and NDX lost 0.8%. Tthe indices and most of the sectors have fallen under their key moving averages. Many of these now have a declining sl…
Though the far-left Syriza party’s recent election victory has sent Greek equities and bonds plummeting, there is little sign of contagion to other distressed countries on the eurozone periphery. The question is how long this relative calm will p…
The combination of widening credit spreads, deteriorating market internals, plunging commodity prices, and collapsing yields on Treasury debt continues to be most consistent with an abrupt slowing in global economic activity. For more information about…
The threat of higher interest rates is dominating many 2015 outlooks for investors and professional forecasters alike. Consensus expectations call for the Federal Reserve (Fed) to begin tightening in the second half of the year, with market rates to ri…
This is a landslide week for economic data, and earnings season is in full swing. Last week’s Q4 GDP report and overall market tone has revived deflation concerns. I expect market participants to be watching each economic release closely, asking:…
Diversified Asset Allocation Portfolios For Your Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
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