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Active investment management’s weekly magazine for fee-based advisors

What advisors are saying

Capitalizing on niches

Volume 25, Issue 7

IN THIS WEEK’S ISSUE:

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Are we in a ‘kids market’?

Are we in a ‘kids market’?

A “kids market” has been defined as an investment environment in which the traders making the most money are those too young to remember the last bear market—thereby lacking a healthy appreciation for risk.As someone who began applying computerized research to the...

Are energy-related stocks ready to bottom?

Motorists across much of the country and homeowners in many areas—especially the Northeast—have benefited this winter from relatively weaker prices for crude oil, natural gas, home-heating oil, and gasoline prices at the pump. FIGURE 1: WTI CRUDE OIL PRICES—10-YEAR...

Down January, down year? Wrong!

hina is the biggest driver of global growth so this [coronavirus] couldn’t have started in a worse place,” said Alec Young, managing director of global markets research at FTSE Russell, to CNBC at the end...

Branding a new financial-services firm

William Romeo • Coconut Creek, FL FinestPlan LLC • Securities America lnc.  founded FinestPlan LLC in 2002 with another advisor, who was my partner in the firm for about 10 years. Getting our practice headed...

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