Back to Basics: Lessons from an Investment Legend

October 11, 2019

Brad here. Every so often, it is a great idea to go back to the basics and make sure you are doing the fundamentals right. Brian Glazer, a senior investment consultant on our Investment Consulting Services team, spends his days working with advisors to help them do just that. He put together this piece that summarizes some lessons from a legend in the investment profession. It’s a good read and a great reminder of what we should be doing. Thanks, Brian, so over to you. Have a great weekend everyone!

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Economy Slowing—But Still Growing

October 10, 2019

I have been preparing a couple of big-picture pieces over the past couple of days, including the monthly economic risk factor and market risk updates, and it has been a bit eye opening. Conditions have deteriorated more than I had realized. Although I still don’t think we are in the trouble zone, we are certainly getting closer, as was shown in this month's Economic Risk Factor Update. I wanted to get a bit more into the detail around those risks today.

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Jobs Report a Mixed Bag

October 4, 2019

The big economic news today is the jobs report, which was a much more mixed bag than usual. Expect to see headlines saying it was a terrible report, a good report, and pretty much everywhere in between. In fact, on the whole, this report shows that while growth is slowing, the economy continues to expand and is likely to keep doing so. Let’s take a look.

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A Look Back at the Markets in September and Ahead to October 2019

October 3, 2019

September was a fairly good month for investors. Stock markets were up pretty much across the board, for both U.S. and international markets. For the quarter, a strong September took U.S. markets back into the black. International markets, which got hit harder, stayed in the red. But what do these results mean for October? Let’s take a closer look.

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This Is What We Do: The Value of Financial Advisors

October 2, 2019

I get a lot out of meeting with advisors and clients. It is always good to hear what people are thinking, listen to their concerns, and spend time understanding where real people who live outside of the investment bubble that I inhabit are coming from. The past week spent traveling was a great opportunity to do just that. But sometimes you get more than you expect.

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The Power of Narrative

September 27, 2019

After this week’s trip to California, I am in Denver next week for Commonwealth’s National Conference. As always, I am looking forward to seeing old friends and making new ones, as well as learning a lot from the different presentations. On top of that, I know I will have a great time at the many social events. Should be a wonderful week!

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What Your Clients Are Worried About

September 26, 2019

This will be a short post, as I am still traveling. It turns out planes, trains, and automobiles are not very conducive to thinking things through.

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Upcoming Appearances

Are you attending the 2019 FPA Annual Conference in Minneapolis, Minnesota? Be sure to join my “Economic and Market Update” during the Educational Breakout Sessions on Friday, October 18, from 7:45 A.M. to 8:45 A.M. CT. To learn more, visit

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