White Papers

 

 

December 2013  
Outlook 2014 –
Dreyfus Chief Economist Views
Dreyfus
Looking at an overall acceleration in global growth led by the developed world, Dreyfus Chief Economist Richard Hoey looks to the coming year and discusses, among other issues, “taper talk”, muted European expansion, “Yellenomics” in the U.S., and Japan’s fast pace of growth in the early phases of “Abenomics”.


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December 2013  
Active Share. Toward a Stock Picker’s Market? ClearBridge logo
Explore five groups of mutual funds—from stock pickers to moderately active to the closet indexers. Which categories produced the best risk-adjusted return 1990-2009? The more different the portfolio from its benchmarks, the greater the range of possible outcomes. Consider a tool like active share.


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December 2013  
2 Unconventional Options in a Low Rate Environment Oppenheimer
  • Global interest rates could remain low for a long time, says Krishna Memani, CIO, Fixed Income.
  • GDP growth and interest rates tend to track each other over time, and the expectation is for slow growth.
  • Compelling opportunities for fixed income investors willing to look beyond Treasuries.

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December 2013  

Retire with Confidence: How to Structure a Personal Insurance Program
 
Financially successful couples and individuals in or near retirement face some of the most complex decisions about insurance at any time in their lives. To help financial advisors and their clients choose a course of action, this white paper presents 13 steps to strengthen wealth protection and reduce expenses when working with an independent agent or broker on a personal insurance program.

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December 2013  

Independence Your Way
 
It used to be that “going independent” meant going out on your own. Alone. That’s not the case anymore.
There are many ways to go independent and create a practice that’s right for you and your clients. Whether you want to strike a better work/life balance; find new ways to provide your clients advice; or work smarter, not harder, there are many affiliation options designed to enable you to build and grow your business your way.
Are you ready to build your future?

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December 2013  
Technology Investing:
The Power of the Platform
JacobFunds
In the universe of fast growing technology stocks, experience is key to
identifying the disruptors leading the next generation of technology
innovation.  Ryan Jacob, a seasoned leader in technology and internet
investing, shares his methodology for evaluating opportunities in this
volatile space.

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