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January 23, 20170Comments

Michael Kitces Features Our “Guidelines for Due Diligence”

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.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 23, 20170Comments

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.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 23, 20170Comments

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.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 23, 20170Comments

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.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 23, 20170Comments

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.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 23, 20170Comments

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.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 23, 20170Comments

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.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 23, 20170Comments

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.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 20, 20172Comments

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
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 20, 20170Comments

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.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 19, 20170Comments

Podcast: Why Bottomline Technologies Is In The Danger Zone

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).
by Kyle Guske II, Senior Investment Analyst, MBA
January 18, 20170Comments

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

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.
by Sam McBride
January 18, 20170Comments

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

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.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 18, 20170Comments

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

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%.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 18, 20170Comments

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.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 18, 20170Comments

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.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 18, 20170Comments

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.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 18, 20170Comments

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.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
January 16, 20170Comments

The Truth Behind The Push To Delay The Fiduciary Rule

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.
by Kyle Guske II, Senior Investment Analyst, MBA
January 16, 20171Comments

Danger Zone: Bottomline Technologies (EPAY)

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.
by Kyle Guske II, Senior Investment Analyst, MBA
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