The Takeaway: Five investing lessons of 2013 ... so far

JUL 06, 2013
Portfolio Why we rolled out a new category for international funds.  (Morningstar) Roger Wohlner: Here are five investing lessons we learned so far in 2013.  (Chicago Financial Planner) Here's why rolling period returns are better than annual ones.  (Morningstar) Investors are too focused on international country indexes and ignoring the individual companies.  (Advisor One) The Biz BlackRock on ETFs: We ARE the market.  (FT Alphaville) Winklevoss Twins are rolling out this year's must-have new fund, the Bitcoin ETF. (The Onion) (DealBook) SEC elevates two new enforcement chiefs to look into preferential treatment at asset management firms.  (Investment News) Outliers The Most Expensive Divorces of All Time  (Buzzfeed) The saddest gold fund investor letter you've ever seen :(  (Business Insider) *** Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.

Latest News

Integrated Partners, Kestra welcome multigenerational advisor teams
Integrated Partners, Kestra welcome multigenerational advisor teams

Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.

Trump not planning to fire Powell, market tension eases
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

From stocks and economy to their own finances, consumers are getting gloomier
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

Women share investing strengths, asset preferences in new study
Women share investing strengths, asset preferences in new study

Financial advisors remain vital allies even as DIY investing grows

Trump vows to 'be nice' to China, slash tariffs
Trump vows to 'be nice' to China, slash tariffs

A trade deal would mean significant cut in tariffs but 'it wont be zero'.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.