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Most Read IRIS Articles of the Week: March 5-9


Most Read IRIS Articles of the Week: March 5-9

Here’s a look at the Top 11 Most Viewed Articles of the Week on, March 5-9, 2018

Click the headline to read the full article.  Enjoy!

1. The Trend is Your Friend in This Momentum ETF

One of the oldest investing maxims is “buy low and sell high.” If that conventional wisdom is to be believed, the momentum factor may seem counter-intuitive to some investors. After all, one of the basic premises of momentum investing is that a security that is in a strong uptrend can continue rising while a security in a pronounced downward spiral can continue falling. — Tom Lydon

2. Trump, Putin and Powell: Markets Get Blindsided

Coming into this week, market participants thought the big risk was going to be Federal Reserve Chairman Jerome Powell’s first Monetary Policy Report — or Humphrey Hawkins testimony as it used to be called — in front of Congress. Turns out, that wasn’t all that was to come from Capitol Hill. — Lenore Elle Hawkins

3. How to Explain Market Declines Aren’t Your Fault

Clients pay for advice. When something goes wrong, most people also want someone to blame. After all, don’t most James Bond movies have a supervillain responsible for the mayhem? When the stock market declines, some clients take it out on their financial advisor. How do you explain market declines aren’t your fault? Can you get them refocused on the long term? — Bryce Sanders

4. What Can Be Learned From the Growing Trend of Advisors Leaving Goldman Sachs

I write a lot about changes in the landscape—whether it’s information about a new business model, relevant trends that we’re seeing, or discussing any of the headline-gripping announcements from firms that can ultimately impact the business lives of advisors. What strikes me about the past 12 months is the frequency and speed of transformation that we’re seeing. — Mindy Diamond

5. How Much Should We Worry About Tariffs?

Economists and investors believe that free trade is a good thing, as it improves the welfare and consumption opportunities of all parties involved. On March 1, the president announced that beginning next week, the U.S. would begin to impose a 25% tariff on all steel imports, and a 10% tariff on all aluminum imports. David Lebovitz

6. The Benefits of Recent Stock Market Volatility

The past month has contained some of the highest levels of stock market volatility of the past few years.  While this can be somewhat unnerving, this is not an entirely bad situation for investors.  Please read below to learn about some of the hidden benefits of recent stock market declines. — Kevin Ervin

7. Don’t Leave Thousands in Social Security Survivor Benefits on the Table

Social Security widow and widower benefit rules are complex. The amount of the Social Security survivor benefits you are entitled to rests on a host of variables including your age, the age of the deceased, and how old your spouse was when they started their benefits. — Dana Anspach

8. Mentally Preparing to Handle Volatility

So we have seen more volatility this year, actually just since February. In 2017 and the first month of this year, the S&P 500 closed +/- 1% in only 8 of the days. (3% of the trading days). From February 1 – March 2, it has happened in 10 days (48% of the trading days). — Jay Mooreland

9. Performance Reporting Is Dead: a Repeat of My 2014 Message

In April 2014, I sent this article below to 2 major magazines in our industry. Both were shocked, reviewed it thoroughly, confirmed the trend with other sources, and then said they couldn’t publish it. They were afraid of losing two major sponsors, which were investment performance software companies. — Jennifer Goldman

10. The Single Attribute Every Great Leader Must Have

Much of my career has been spent helping people discover what great leadership is. Current research points to checklists of attributes and competencies that leaders should possess in order to be the perfect leader – attributes such as being visionary, authentic, empathetic, a great communicator, adaptable, strategic, etc. The list goes on and on. — Allison Tsao​​​​​​​

11. What to Do When Your Sales Pipeline Is Stuffed With Wishes, Hopes, and Dreams

Why is your sales pipeline is stuffed with wishes, hopes, and dreams? Many reasons, sales people often create pipe to make it look like they are busy. Sales people chase deals they can never win. Answering RFPs is an great example, RFPs are written by suppliers and if you didn’t write it then you are not in control of the sale. — Timothy Hughes​​​​​​​

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