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From: Advisor Perspectives <advisor_perspectives@advisorperspectives.com>
Sender: Advisor Perspectives <advisor_perspectives@advisorperspectives.ccsend.com>
Date: Tue, 3 Jun 2014 09:29:05 -0400 (EDT)
To: <mainandwall@comcast.net>
ReplyTo: advisor_perspectives@advisorperspectives.com
Subject: Why you should worry about the super wealthy; Wade Pfau: Are target-date funds safe for clients?; The question that gets prospects to act
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Dear Reader, June 3, 2014 - Vol 8 No 22 Boston Partners and Fortigent will be hosting an educational conference call, on Global Long/Short Investing: Opportunities and Challenges. The IMCA has accepted this event for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. White paper included in registration. Please click here to register for this informative event! New! Discuss any Advisor Perspectives article or commentary or a variety of other investment topics on APViewpoint, our complimentary online advisor community. There you can share your views with your peers, Advisor Perspectives authors and more than other 35 industry thought leaders. Simply click "Continue the discussion on APViewpoint" at the top of any Advisor Perspectives article or commentary. Not an APViewpoint member yet? Take five minutes to sign up today If you are experiencing problems opening or navigating through our newsletters, we can send you a text-only version. Please send us an email at info@advisorperspectives.com Having Trouble Printing? If your text is too small to read, then before printing go to "Page Setup" and deselect "Shrink to Fit Page Width" in your browser.  What's Wrong with Extreme Inequality?
by Michael Edesess It is common practice to use a single figure - GDP - as the definitive measure of progress. But does it really measure progress or wellbeing? In a recent book, The Great Escape: Health, Wealth, and the Origins of Inequality, Princeton economist Angus Deaton measures wellbeing on a multidimensional scale. Deaton turns a sharp focus on health, wealth and inequality in the distribution of those amenities. Some wealth inequality is inevitable and helps growth, he contends, but at extreme levels - which the U.S. may be approaching - it becomes counterproductive. 
The Pros and Cons of Target-Date Funds in the Accumulation Phase by Wade Pfau Target-date funds are criticized for not being customized or tailored to individual situations. But this is unfair, as they are meant to serve as default investment options for individuals who are otherwise unwilling or unable to put in the effort to obtain a better result. Nonetheless, the debates around TDFs provide an opportunity for advisors to make clear how they can serve their clients.
Video Highlights Featured Video from Thomas White Emerging Markets: What countries are now attractive?  While many emerging market countries are facing headwinds, many developing markets, such as South Korea, China, Taiwan, Poland and Mexico, are posing robust opportunities. See why Tom White feels that throwing these babies out with the bathwater may not be a wise idea.
The Question that Gets Prospects to Act by Dan Richards Today, prospects talk to multiple advisors before making a choice. Here's a simple question that will set you apart from your peers and increase your odds of winning new clients.
The Sad State of Happiness by Daniel Solin I have never met anyone who did not want to be happy. Yet few of us take concrete steps toward that goal.
Coaching Employees toward More Effective Behaviors by Beverly Flaxington One of my advisors is brusque and cuts clients off in mid-sentence sometimes. She doesn't follow my protocols. I am not ready to fire her. What else can I do to get her to model my behavior?
Why You Have Way Too Much Invested In U.S. Stocks by Meb Faber For U.S. investors, how many of your stocks are in the domestic market? Once you account for the fact that the U.S. is one of the more expensive markets around the globe, it could be a good time to rethink your stock allocation.
Career Center Find career opportunities for firms that seek to add financial advisors and planners to their staff. Read more to find out how to post opportunities at your firm.
The Value of a Secondary Call to Action by Sarah Scorgie In today's technological world, email has become the easiest way to connect with potential clients. With Web-based email marketing services, it's easier than ever to communicate with leads - but are your calls to action making the most of your campaigns?
Highlights from Market Commentaries Here are the top three commentaries from last week: Fed Official: We're Sitting On A "Ticking Time Bomb" It is very rare for high-ranking Fed officials to issue dire warnings, but that's exactly what Charles Plosser - the president of the Philadelphia Federal Reserve Bank - did last Tuesday. Mr. Plosser is very concerned about the $2.5 trillion in "excess reserves" that banks have on deposit with the Fed. Fed Official: We're Sitting On A "Ticking Time Bomb" by Gary Halbert of Halbert Wealth Management Four Market Risks to Focus on This Summer What could lead to a more severe market correction? While there's a long list of things that could go wrong in 2014, Russ lists four market risks to pay attention to this summer. Four Market Risks to Focus on This Summer by Russ Koesterich of BlackRock Is Gold Signaling A Move Higher in TIPS? For the last decade, TIPS yields and gold have had a negative 88% correlation. The logic is simple enough: since gold doesn't generate any income, falling TIPS rates reduce the opportunity cost of holding gold. We can see this play out in the charts below. In early 2008, the peak in gold was accompanied by a trough in TIPS yields, and then later in 2008, the trough in gold was accompanied by a rise in TIPS yields. Is Gold Signaling A Move Higher in TIPS? by Team of GaveKal Capital |
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