Linda Corman, guest contributor

Recent Posts

Steering Clear of the Next Bernie Madoff — Diana Henriques

Posted by Linda Corman, guest contributor on Apr 23, 2019 11:29:01 AM

“Everybody thinks they can easily spot a Ponzi schemer. They’re the aggressive loudmouths who promise extraordinary riches if you just hand over your money to them, right away.

Read More

Topics: investments

Expect a Roller-Coaster With Split Government — Andrew Friedman

Posted by Linda Corman, guest contributor on Apr 9, 2019 3:39:35 PM

The newly split government is not likely to produce any significant legislation, but it will probably fuel heightened volatility in the markets, according to Andrew Friedman, founder and principal of The Washington Update. Friedman was a key speaker at Investments & Wealth Institute’s recent Investment Advisor Forum.

Read More

Topics: investments, economics

Lowered Returns Demand Lowered Expectations — Richard Marston

Posted by Linda Corman, guest contributor on Apr 3, 2019 3:12:13 PM

The robust returns of the postwar decades are history and alternative investments can’t make up the difference, so investors need to adjust to a new world of lower returns, according to Richard Marston, a finance professor at The Wharton School of the University of Pennsylvania. Marston was a principal speaker at Investments & Wealth Institute’s recent Investment Advisor Forum.

Spending plans for retirement and endowments up until recently have been based on returns attained in the five...

Read More

Topics: investments, wealth, retirement

The Healthy Tortoise Economy Will Amble On — David Kelly

Posted by Linda Corman, guest contributor on Mar 26, 2019 6:30:00 AM

Although global growth will slow in the coming year, what is already the longest expansion ever will continue, according to David Kelly, chief global strategist and head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. Kelly was a principal speaker at Investments & Wealth Institute’s recent Investment Advisor Forum.

Read More

Topics: retirement, retire

Making Cobots Your Allies — Malcolm Frank

Posted by Linda Corman, guest contributor on Mar 21, 2019 3:57:04 PM

Artificial intelligence has staggering capabilities already, and, as astounding as they are, they are going to increase exponentially in the next few years.

Read More

Topics: investments, economy, A.I.

How to Avoid Group Bias and Optimize Group Decision-Making — from Herman Brodie at Investment Advisor Forum 2019

Posted by Linda Corman, guest contributor on Mar 1, 2019 1:18:52 PM

 

Even though groups are often derided as being the quickest route to stalemate and inaction, we keep forming them to solve problems in all facets of our lives. There is, however, a solution to this conundrum: If we appreciate that people join groups primarily to gain a sense of belonging, we can make our groups much more effective, says Herman Brodie, a specialist in behavioral economics and the founding director of Prospecta Limited, a business software company.
Read More

Welcome to The Institute Blog:  Investment Sense - Advanced analysis for today’s savvy advisors

Investment Sense provides expert thinking on the relevant topics that impact your business along with  updates from the Institute that will keep you up to speed on important happenings at your professional association. Industry experts—practitioners, academics and economists—will provide the latest thinking on today’s important topics, and you’ll hear from Institute volunteers and staff on association news that impacts your membership and certification.   

 

Subscribe Here!

Recent Posts

We encourage you to read the latest posts, share content with colleagues and peers, and let us know what you think. You can comment on a blog post or email us at communications@i-w.org with feedback.

Have ideas for future topics or interest in submitting a blog post? Email us at communications@i-w.org to let us know.