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Content tagged "Rob Isbitts"



Jeff Maurer: At no point did we say let's go hire as many people from GenSpring as possible.

How Jeff Maurer is now ploughing into Florida using his old Evercore tricks but with new GenSpring wrinkles
The U.S. Trust-alumni RIA shows no sign of let-up at $5 billion of AUM

Tuesday 4.29.14
Jack Rivkin: I interviewed lots of people for three to four months but nobody met all the criteria. I pulled a Dick Cheney and said: I can do this.

VC firm installs one of its own, a Lehman Bros. legend, to get Altegris in gear
After months of searching on behalf of Aquiline, Jack L. Rivkin decided to nominate himself

Thursday 3.13.14
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
Rob Isbitts: Clients can even tell an advisor they would like a double-long midcap equity ETF.

5 counterintuitive reasons why the investment vehicle of the the decade is ... stocks
These days there are more varieties and combinations of investments than selections on a Starbucks menu -- but that's not necessarily a good thing

Thursday 8.2.12
Rob Isbitts: An over-diversified portfolio can look like an attempt to cover the advisor’s behind.

How 5 seriously overworked buzzwords can come between you and your client
They're on the lips everyone in the industry, but we've lost sight of what they really mean; here's a refresher course

Tuesday 7.10.12
Rob Isbitts: Past performance guarantees one thing: That you cannot have that past performance.

The 4 biggest investment performance myths -- and how they can torpedo advisor-client trust
How to sidestep Wall Street mythology and give clients a clarified perspective on the ups and downs of their investments

Monday 7.2.12
Rob Isbitts: Options typically require far less capital than inverse ETFs used to hedge.

4 reasons to use options -- and 4 more reasons why you should think twice
Options can smooth the bumps inherent in longterm investing but expect to take some time educating your clients about them

Friday 2.24.12
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
Rob Isbitts: What we don’t know is whether the current strength is sustainable, or whether easy money from the Fed is stoking the rally, which has now produced more than a doubling of stock prices (based on the S&P 500’s value) in just over two years.

Why smart diversification and risk management are your best friends
Earnings season gave stocks a reason to rally in April; healthcare and European funds lead pack

Wednesday 5.11.11
Rob Isbitts: There's not much of an effort to get this valuable information into the hands of investors.

How capture ratios can help you prepare for the next downturn
A tool little noticed by investors can help you determine which investment style works in which market

Friday 3.25.11
Rob Isbitts: Investors tend to ignore a lot of things in the short-run, and tend to react to bad news when it reaches crisis mode.

Performance envy strikes investors as a familiar pattern sets in
Twice before -- in 1999 and 2007 -- we have seen how a strong market taints expectations

Monday 2.14.11
Rob Isbitts: Certain categories, such as Equity Precious Metals and China Region, now boast 5-year returns that make you wonder if they can maintain the pace.

Six things to know about the winners and losers in November’s market
Morningstar data: The market only eked out a gain, but some fund categories like natural resources stood out. Meanwhile, Europe stock funds got walloped.

Wednesday 12.8.10
Rob Isbitts' monthly review of financial market performance and trends,  as told through mutual fund category performance (data supplied by Morningstar)

Market Fund-A-Mentals: After an in-your-face rally, which fund categories rise to the top?
Funds incorporating hedging strategies see a tough year so far; a group of gold-inspired funds are acting like stocks

Monday 11.8.10
Rob Isbitts: If stocks and other growth investing styles rally hard again, those with bond-laden portfolios will get jealous, causing the advisor to scramble to “catch up.”

Five steps to get your clients out of bonds and into alternative, low-volatility investments
What will prompt the next emotional reaction from investors? Falling bond rates and rising stocks.

Tuesday 10.19.10
Rob Isbitts: You can be a hero. This is a time you should be defining for clients and prospects the major difference between just buying funds as a do-it-yourselfer and constructing portfolios.

The 10 most likely contributors to the next market panic
Certain technical indicators point to a market bottom in seasonally weak September-October

Wednesday 8.11.10
Rob Isbitts: The S&P 500 Index fell to a level about 6% below where it closed on Monday of this week. That occurred following a gain of over 80% in the past 14 months.

Stock market Euro-trashed: What does it mean for your clients' wealth?
It's a great time to readjust Beta after an 80% surge from the lows and just a 6% selloff this week

Friday 5.7.10
Rob Isbitts: Investing is shades of gray, not black and white.

10 investment ideas that STILL don’t work
Among the worst ideas reappearing: leveraged ETFs and the hypothetical track record

Wednesday 4.21.10
Rob Isbitts: For many investors in their pre-retirement years, Target Date Funds are not just a bad idea but a misleading one.

What the alternative is to ill-conceived Target Date Funds
The popular savings vehicle may be structured for bad performance

Thursday 3.11.10
Rob Isbitts: Markets go through several little bi-polar episodes before they return to sanity.  Don't fight that, expecting to "get even" quickly

10 penalties that apply to investors as well as to football players
Don't cut your gains and let your losses run

Friday 2.5.10
Rob Isbitts: It's best to be bullish on the ability for markets to recover from anything, but bearish on the philosophy of always staying fully invested in stocks

It’s a rent-and-hold market for stocks
Pressure to make big gains is much less if losses are minimized

Monday 12.21.09
Like Tom Turkey, many RIAs were thankful to survive 2009

Taking A Break From the Turkey?
RIABiz's top 10 stories from the past month offer a window into what RIAs care about

Thursday 11.26.09
Robert Isbitts: "The temptation to try something exotic to prove 'value-add' to your clients may be great."

The top 10 alternatives to alternative investments
Why you shouldn't always be giving clients what they want

Thursday 11.12.09

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