Michael Kitces Features Our “Guidelines for Due Diligence”

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Michael Kitces (@MichaelKitces), leading voice in the financial advisory industry, recently featured our MarketWatch op/ed in his recommended weekend reading and in a tweet.

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1Q17 Sector Ratings Recap

At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. These rankings are forward looking and are indicative of how each sector should perform going forward.

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Utilities Sector 1Q17: Best and Worst

The Utilities sector ranks seventh out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Telecom Services Sector 1Q17: Best and Worst

The Telecom sector ranks ninth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Materials Sector 1Q17: Best and Worst

The Materials sector ranks eighth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Information Technology Sector 1Q17: Best and Worst

The Information Technology sector ranks third out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Industrials Sector 1Q17: Best and Worst

The Industrials sector ranks second out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Health Care Sector 1Q17: Best and Worst

The Health Care sector ranks sixth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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ICYMI: 2 Updated Model Portfolios & Kitces Features Our Guide On How Fiduciaries Show Due Diligence

ICYMI: 2 Updated Model Portfolios & Kitces Features Our Guide On How Fiduciaries Show Due Diligence

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Safest Dividend Yields Model Portfolio: January 2017

Platinum Members and higher can access January’s Safest Dividend Yields Model Portfolio as of Friday, January 20.

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Podcast: Why Bottomline Technologies Is In The Danger Zone

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CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Bottomline Technologies (EPAY).

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Open Letter To The Department of Labor: What Does “Diligence” Mean For Fiduciaries?

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Many people throughout the industry are still unclear as to how the fiduciary rule should be implemented. This uncertainty, at least In part, is behind many industry groups working hard to delay—or even scrap entirely—its implementation.

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“The DOL still has to define the hardest part of the new fiduciary rule”

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Our op/ed was published recently in MarketWatch. The article explained why the Labor Department still has to define the hardest part of the new fiduciary rule.

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New Stocks on Exec Comp & ROIC Model Portfolio: January 2017

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Our Exec Comp Aligned With ROIC Model Portfolio (-0.7%) underperformed the S&P 500 (+0.2%) last month. Since inception, this model portfolio is up 22% while the S&P 500 is up 9%.

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Financials Sector 1Q17: Best and Worst

The Financials sector ranks fourth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Energy Sector 1Q17: Best and Worst

The Energy sector ranks last out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Consumer Staples Sector 1Q17: Best and Worst

The Consumer Staples sector ranks first out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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Consumer Discretionary Sector 1Q17: Best and Worst

The Consumer Discretionary sector ranks fifth out of the ten sectors as detailed in our 1Q17 Sector Ratings for ETFs and Mutual Funds report.

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The Truth Behind The Push To Delay The Fiduciary Rule

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The Department of Labor’s fiduciary rule is under fire again. Essentially, those opposing the rule are saying that fulfilling a fiduciary standard—acting in the best interests of their clients—is too costly to work with their business model.

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Danger Zone: Bottomline Technologies (EPAY)

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Red flags appear when a firm sacrifices profitability to join the cloud and transitions to a business model with negative margins. Add in significant competition and an overvalued stock price and investors should be running for the hills.

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