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Articles written by Guest Columnist Rob Isbitts


Rob Isbitts: It was amazing to see how far this field has come. And yet, I wonder if it's already gone the way of too many advisory industry trends: Overkill!

Top 10 alternatives to alternative investments for RIAs: 2013 edition
Our alts maven gives his thumbs-up and thumbs-down on products and strategies and offers ways to cultivate a taste for off-the-menu offerings in clients

Monday 7.15.13
 Rob Isbitts: That ensemble offering you create does not have to be a group of 20 people under the same roof.

5 entrenched ruts in which advisors are idling -- and how to shift gears to peel out of them
If you're trying to be an asset-gathering ninja and an investment management guru simultaneously, meet Jack

Tuesday 3.26.13
Rob Isbitts: There is no reason to continue like this.

The 5 biggest errors of intellectual omission by RIAs -- in fact, most advisors
There's a staleness of practice thinking behind a box-checking facade that is none too impressive itself

Thursday 2.7.13
Rob Isbitts: The best chance we have of a meaningful up year for stocks is the fact that few are expecting it, and the market typically rewards the least amount of people possible.

13 for 2013: A baker’s dozen of issues you and your clients should really be focusing on this year
Trendmeister Isbitts canvasses burning topics ranging from gold to the bond bubble to the rise of the Millennials, explains why the 'plastics'-like word of the year is 'dividends' and boldly revisits his predictions for 2012

Monday 1.14.13
Rob Isbitts: Your capital gains and dividend tax rate may be a lot less than 40%

Fiscal Cliff vs. Jimmy Cliff: How the leap may look more like Y2K or the Mayan calendar
We are sitting in sitting in limbo with many rivers to cross but harder they come (up), the harder they may not yet fall

Wednesday 12.26.12
Rob Isbitts: What clients want today is someone who worries less than they do.

8 nuggets of angst mined from RIAs at Schwab IMPACT
Safe zones of consensus thinking inhabit almost no area of advisor life

Tuesday 12.4.12
Rob Isbitts: Don't ignore solid investment process and strategy in the name of 'waiting to see' which parts of Cliff are allowed to occur on Jan. 1

Fiscal Cliff is ready for his close-up -- whether we are or not
The end is nigh! Or not. Either way, here's how to prepare your clients to traverse that uncharted country beyond Jan. 1

Monday 11.12.12
Rob Isbitts: Three years is the Goldilocks of investment evaluation horizons.

5 ways for incumbent advisors to get -- and keep -- their clients' vote of confidence
Obama and Romney are asking for four years to deliver results -- ask your clients for three

Monday 10.22.12
New England Patriots coach Bill Belichick is the king of “halftime adjustment."

What does Tom Coughlin bring to a Super Bowl that Bill Belichick does not?
He brings a military precision and you're late if you're not five minutes early to a meeting

Friday 2.3.12
Rob Isbitts: Fool me once shame on you, fool me twice shame on me, fool me three times...I'm outta here!

12 for 2012: A dozen issues you and your clients should really be focusing on this year
A veteran investment strategist sifts through mountains of information overload to find the way forward -- and takes stock of his 2011 prognostications

Wednesday 1.25.12
Ron Isbitts: October’s rally was nice, but, as they say, dead cats do bounce.

Five scary investment scenarios (and the likelihood that they will occur)
The goblins still still lurk despite the massive October rally

Monday 10.31.11

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