Hulbert financial digest-monitored investment advisor


How to dissect a financial adviser's track record
Question: I am shopping for a financial adviser. I see that they produce ... Is there a way for me to check out how a particular investment newsletter has done with their past recommendations? A: Yes! Mark Hulbert started a useful business in the 1980s.

This week’s Mutual Funds and ETF stories
That said, find out why one price-conscious investment manager has soured on market-darling ... in Los Angeles for a panel discussion on international investing What do financial advisers need to know when considering overseas investments for their clients.

Wall Street; It's Hulbert-Bashing Time, Again
Mark Hulbert, editor of The Hulbert Financial Digest, gains a few new enemies each month when he publishes an updated list of who's best -- and who's worst -- among 145 investment advisers who sell newsletters. Mr. Hulbert purchases newsletters and enters.

Hulbert: Buy-and-Hold Strategy Wins Out Long Term
Mark Hulbert, editor of the Hulbert Financial Digest, voices hearty approval for the buy-and-hold investment philosophy ... Rule Breakers and Stock Advisor. They generated average annual returns of 18 percent, 16 percent and 15 percent, respectively.

Weighing the Week Ahead: Will a More Aggressive Fed Spark the Long-Awaited Correction?
What is your financial health ... that shows special value both for advisors and investors. Once again, he reviews and discusses reader comments, a valuable part of the series. One of his links is today's "best investment advice" (see above.

Investment advisers: Don't let 'Brexit' spook you
The Fidelity Investor's Lowell reminds us that keeping that focus 'is hardest to do when it matters most.' Mark Hulbert, founder of the Hulbert Financial Digest, has been tracking investment advisers' performances for four decades.

FINANCIAL ADVISOR INSIGHTS: Investment Newsletter Writers Haven't Been This Bullish On Stocks In 13 Years
FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors. Financial Advisors ... "The survey of investment newsletter writers from Hulbert Financial Digest is theoretically better than most.

Valuations, Sufficient Statistics, And Breathtaking Risks
The financial ... investment merit or speculative merit in U.S. stocks. Those opportunities will come soon enough. At present, we observe neither. The foregoing comments represent the general investment analysis and economic views of the Advisor, and.

Fidelity Independent Adviser Named Top Pick for Timely Advice
In a January 6 th article entitled “Top Market Timers Give Their 2010 Outlooks”, Mark Hulbert, Publisher of the Hulbert Financial Digest and senior columnist for MarketWatch, cited Dion’s Fidelity Independent Adviser among the five best financial.

Is an All-Stock Portfolio Worth the Risk?
The level of risk that should be in your portfolio is a highly personal and complex decision that varies depending on your age, financial goals and tolerance ... The Best Portfolio Balance.) Mark Hulbert of the Wall Street Journal points out that since.