Saturday, November 29, 2014

Fw: 6 Ways to Lure Robo-Clients

Sent from my Verizon Wireless BlackBerry

From: ThinkAdvisor Career Advantage <>
Date: Thu, 27 Nov 2014 11:00:00 -0500
To: <>
Subject: 6 Ways to Lure Robo-Clients

View this in your browser
Career Advantage - ThinkAdvisor

The Lead

November 27, 2014
6 Ways to Lure Clients Graduating From Robo-Advisors

When investors outgrow automated advice, they’re going to look for a certain kind of advisor. Read more

Featured News

What Stresses Out Advisors Most?

While stress runs high, advisors report high levels of joy in their work, according to a survey by Adhesion Wealth Advisor Solutions. Read more

Schorsch’s Cetera Rolls Out Consulting Group for Advisors

Cetera's 9,000-plus independent reps will get easy access to accounting, legal and other experts over the next year, starting with the top performers. Read more

Canadian Firms Scramble to Add Female Directors Ahead of New Rules

Every few weeks, Sue Riddell Rose gets a phone call asking if she’s interested in joining another corporate board. Read more

Need more touch points with your clients? Add to your marketing efforts by giving clients FREE investor fact sheets from popular investing sectors.
New Hire Roundup: Bessemer Trust Welcomes New Hedge Fund Director

Meanwhile, U.S. Bank Wealth Management announces two new hires in its private client businesses. Read more

Featured Commentary

9 TED Talks Every Financial Advisor Must Watch

By Chyna Dama

The ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet! Read more



Connect with us

More eNewsletters

Get the best of ThinkAdvisor, from proven market updates and news, the best in portfolio construction, wealth management, and retirement plans.
Check out the ThinkAdvisor eNewsletters now

Think Community

Join ThinkAdvisor for free today.


You have received this email at

Click here to unsubscribe from Career Advantage.

Privacy Policy | Advertise | eNewsletters | Magazines

Summit Professional Networks
4157 Olympic Blvd, Suite 225
Erlanger, KY 41018

Monday, November 24, 2014

Fw: eWallstreeter daily financial news - Louis CK on Risk Management

Sent from my Verizon Wireless BlackBerry

From: eWallstreeter <>
Date: Mon, 24 Nov 2014 07:12:02 +0000
To: <>
ReplyTo: eWallstreeter <>
Subject: eWallstreeter daily financial news - Louis CK on Risk Management

eWallstreeter daily financial news - Louis CK on Risk Management

Link to eWallstreeter

Louis CK on Risk Management

Posted: 23 Nov 2014 09:39 PM PST

"I never viewed money as being 'my money.' I always saw it as 'the money'. It's a resource. If it pools up around me then it needs to be flushed back out into the system." – Louis CK

A Look At Mid-Caps

Posted: 23 Nov 2014 09:27 PM PST

A little over two months ago we did a multi-timeframe review of the Mid-Cap 400 just as prices were retesting the broken uptrend line from […] The post A Look At Mid-Caps appeared first on All Star Charts with JC Parets.

On the Verge of Chaos

Posted: 23 Nov 2014 08:58 PM PST

“Great powers and empires are, I would suggest, complex systems, made up of a very large number of interacting components that are asymmetrically organized, which means their construction more resembles a termite hill than an Egyptian pyramid. They operate somewhere between order and disorder – on “the edge of chaos,” in the phrase of the computer scientist Christopher Langton. Such systems can appear to operate quite stably for some time; they seem to be in equilibrium b

All Hail the King U.S. Dollar - Trend Forecast

Posted: 23 Nov 2014 08:57 PM PST

In part two of this Weekend Report I want to take an indepth look at the US dollar as many of the important currencies of the world all seem to be making important moves right now. If that is true then the US dollar is also in the process of making an important move in the opposite direction. Below is a long term monthly chart for the US dollar that shows black and white candlesticks. In a strong impulse move down you will see a string of back candles all in a row and in a strong impulse m

Defeat of USA FREEDOM Act is a Victory for American Freedom

Posted: 23 Nov 2014 08:35 PM PST

It will not shock readers to hear that quite often legislation on Capitol Hill is not as advertised. When Congress wants to do something particularly objectionable, they tend give it a fine-sounding name. The PATRIOT Act is perhaps the best-known example. The legislation had been drafted well before 9/11 but was going nowhere. Then the 9/11 attacks gave it a new lease on life. Politicians exploited the surge in patriotism following the attack to reintroduce the bill and call it the PATRIOT Act.

The USA is Literally Falling Apart….

Posted: 23 Nov 2014 08:34 PM PST

Good segment on 60 Minutes here exploring the very serious problem of America’s failing infrastructure.  Last week I noted that an infrastructure plan should be one of our “no-brainer” policy ideas.  If you want to see just how huge a problem this is then watch the 60 Minutes segment.  It’s frighteningly important that we start to […]

Where Is China Economy On The Map Exactly?

Posted: 23 Nov 2014 08:24 PM PST

A lot of people these days vent their opinions on what’s happening with the Chinese economy, and the opinions are so all over the place they could hardly be more different. Which is interesting, to say the least. Apparently it’s still very hard to understand what does happen ‘over there’. And I don’t at all mean to suggest that I would know better than Morgan Stanley’s former Asia go-to-man Stephen Roach, or hedge funder Hugh Hendry, or Bob

Most of The World Economies Panic - Is The US Next?

Posted: 23 Nov 2014 08:12 PM PST

It's been quite a month. In late October Japan, despite a year of fairly aggressive quantitative easing, dropped back into recession and concluded that even easier money was the cure for its ills. It announced a debt monetization plan of almost science-fictional proportions in which the amount of new yen to be created, as a percentage of GDP, will be equivalent to $3 trillion a year in the US. See Reactions to BoJ's Kuroda's Stunning, Doubled-Down QE 'Experiment'

Stock Market Exhaustion Gap?

Posted: 23 Nov 2014 08:05 PM PST

Current Position of the Market SPX: Long-term trend - Bull Market Intermediate trend - While everything technical points to an overbought condition which should require an adjustment, the exact timing of that correction is for the market itself to decide and reveal. Analysis of the short-term trend is done on a daily basis with the help of hourly charts. It is an important adjunct to the analysis of daily and weekly charts which discusses the course of longer market trends.

Gold Golden Gains Come After The Pain

Posted: 23 Nov 2014 07:58 PM PST

HUI/Gold Ratio, National Inflation Association When the HGR is rising, gold stocks are outperforming gold. Conversely when the HGR is falling, gold is outperforming gold stocks.

Weekend Report...Part Two...All Hail the King (Dollar)

Posted: 23 Nov 2014 06:05 PM PST

In part two of this Weekend Report I want to take an in depth look at the US dollar as many of the important currencies of the world all seem to be making important moves right now. If that is true then the US dollar is also in the process ...

Defeat of USA FREEDOM Act is a Victory for Freedom

Posted: 23 Nov 2014 05:38 PM PST

It will not shock readers to hear that quite often legislation on Capitol Hill is not as advertised. When Congress wants to do something particularly objectionable, they tend give it a fine-sounding name.

Most of The World Panics -- Is The US Next?

Posted: 23 Nov 2014 05:36 PM PST

These are not the actions of economies in sustainable recovery but of countries falling into an abyss. Such open-ended offerings to the market gods are explicitly designed to get the juices of stock traders flowing.

TDI Podcast: The Market According to Markman (#389)

Posted: 23 Nov 2014 05:20 PM PST

Guest Jon Markman explores historic references related to the current political environment as well as a projection of the market’s potential. We discuss some of his favorite stocks as well as sectors to watch. Listen on @iTunes or scroll down to play Follow @andrewhorowitz ** Andrew on IBD Investor Radio ** Jon Markman, a veteran […]

Golden Gains Come After The Pain

Posted: 23 Nov 2014 03:25 PM PST

When you want to see the real reason why the U.S. dollar seems weak or strong, check out the underlying components of its index. Want to know where the smart money thinks the value of the dollar is going?

Swing Trading Watch-List: GLW, MAT, MO, MRK, MU

Posted: 23 Nov 2014 03:10 PM PST

Find out what it means to profit consistently trading stocks by signing up for a Free 7-Day Trial to the SharePlanner Splash Zone where you will be given access to the member chat room as well as receive all of Ryan's swing-trade alerts via email and text (international too). Not to mention, you can also auto-trade all Ryan's trades. If you'd like to see just how good his past performance has been over the years, you can do so by clicking here. Here's tomorrow's swing-trading watch-list: Long C

The Return of Conundrum

Posted: 23 Nov 2014 02:43 PM PST

co·nun·drum – noun: A confusing or difficult problem; a question or problem having only a conjectural answer Merriam-Webster Back in the last Fed tightening cycle, Alan Greenspan described the refusal of long term rates to follow short rates higher a conundrum, something he couldn’t really explain. Unlike past periods of tightening, long term rates refused...

Overreaching Enthusiasm?

Posted: 23 Nov 2014 02:08 PM PST

Bullish monetary policy rumblings from China and Europe had kick started a bright opening for markets, but the feel good factor gradually wore off as the day lengthened, and in the end, the day felt oddly bearish. The S&P closed with a bearish inverse hammer, which could turn into a bearish shooting star if there is a gap down on Monday. Volume climbed to register technical accumulation, but this could mark significant overhead supply if sellers come back tomorrow. I have widened the Fib lev

Most of the World Panics — Is the US Next?

Posted: 23 Nov 2014 01:38 PM PST

It’s been quite a month. In late October Japan, despite a year of fairly aggressive quantitative easing, dropped back into recession and concluded that even easier money was the cure for its ills. It announced a debt monetization plan of almost science-fictional proportions in which the amount of new yen to be created, as a […]

Crude Oil and Stock Market Setting The Stage For The Next Recession

Posted: 23 Nov 2014 12:57 PM PST

After two years of insane money printing designed to rescue its failing economy, Japan has now been rewarded with… another recession. So what went wrong you ask? The same thing that always goes wrong when a central bank resorts to money printing to rescue an economy instead of allowing a cleansing period and a return to real productive growth. All they accomplished with their massive QE program was to spike inflation.

This Publicly-Owned Bank Is Outperforming Wall Street

Posted: 23 Nov 2014 12:45 PM PST

The Wall Street Journal reports on the impressive record of the Bank of North Dakota While 49 state treasuries were submerged in red ink after the 2008 financial crash, one state’s bank outperformed all others and actually launched an economy-shifting new industry. So reports the Wall Street Journal this week, discussing the Bank of North Dakota (BND) and its striking success in the midst of a national financial collapse led by the major banks. Chester Dawson begins his

The World Has Entered the Terminal Phase of Central Banking

Posted: 23 Nov 2014 12:37 PM PST

Michael E. Lewitt writes: Stocks traded to new record highs last week on the back of new central bank initiatives to prop up struggling economies around the world. The People's Bank of China announced an unexpected cut in its benchmark lending and deposit rates for the first time since 2012. Hours later, ECB President Mario Draghi made another promise that his central bank would take new steps to bolster European growth and the ECB announced that it had begun buying back asset-backe

Why Crude Oil $80 Is the New Normal, Reasons Saudi Arabia Will Not “Swing”

Posted: 23 Nov 2014 12:32 PM PST

Now the dust from the Shock & Awe of the 30\% drop in oil prices has started to settle, two things are clear: (a) Saudi Arabia did not engineer anything (b) they don’t have a Machiavellian plan to stick one up the wildcatters in North Dakota, or the Russians...the Iranians...the Venezuelans, or even the genius from the Daily Telegraph who was bemoaning the fact that if oil prices go down it will be hard to import inflation into U.K. Here are five good reasons why they are goi

Just What is Islamic State?

Posted: 23 Nov 2014 10:44 AM PST

Eric Margolis writes: Sir John Baggot Glubb, better known as Glubb Pasha, was one of the modern Mideast’s most colorful and romantic figures. He and ‘Chinese’ Gordon of Khartoum were the last of the great British imperial officers. Seconded by Britain to its protectorate, the Hashemite Kingdom of Jordan, Glubb built up its small Bedouin army, the Arab Legion, into the Arab world’s finest military force.

Who’s Ready For $30 Crude Oil Price?

Posted: 23 Nov 2014 10:38 AM PST

How low can and will oil prices go, and what will the effects of those prices be? I bet you’ll have a hard time finding even just two people who have the same opinion on that. Not that it’s merely a matter of opinion, mind you, there are a great number of real life factors that come into play. It’s not an easy game. OPEC gets together next week, and it’s a cartel divided. Many if not most of its members are suffering some kind of losses at present prices,

The Swiss Gold Referendum - Cat Among The Pigeons

Posted: 23 Nov 2014 10:33 AM PST

November 30, 2014 On November 30, Swiss voters head to the polls on three separate questions: abolishing a flat tax on resident foreigners who do not work or presently pay income tax, a numbers-based cap on immigration, and a proposal to radically increase Swiss gold reserves and forbid the sale of reserves. Gold loans which would bring down the reserve total below th new target for reserves, sometime in 2019 would also be forbidden, but this is only implicid in the referendum question.

The Internet Is A Perfect Example of How a Free Market Would and Does Work

Posted: 23 Nov 2014 10:28 AM PST

Some people, apparently, still have a fear of being free (they fear not having violent owners). It's a fear I've never understood... but whenever you mention to them how much better a free market would be than the statist crapitalism we have today they like to say, "Show me one example of a truly free market that works!"

Strategic, Methodological and Developmental Importance of Knowledge Consumption

Posted: 23 Nov 2014 10:22 AM PST

– Production in Countering Terrorism and Ensuring Peace Conventionally, Knowledge had been associated with the God, Scriptures, Religions, Sacrifices and sometimes even Sex till the development of the Modern Science, Technology, Humanities, Social Sciences, Language and Literature. For terrorists and religious fundamentalists, Knowledge has become a deadly weapon. Knowledge poses several new and unfamiliar Methodological, Theoretical, Strategic and Practical Challenges related to P

Startup Cities

Posted: 23 Nov 2014 07:53 AM PST

A lot of cities in the Midwest are trying to jumpstart startup ecosystems.  I echo Brad Feld’s sentiments in his book Startup Communities, and prefer [...]

Hedge Fund Activity In Third Quarter

Posted: 23 Nov 2014 07:03 AM PST

Investment advisors having discretionary investment authority over $100 million or more in assets are required to report holding detail to the SEC in a 13F filing on exchange listed securities. In the third quarter of this year the filing deadline was November 14, 2014. S&P Capital IQ recently provided a summary of the changes made by ten large hedge funds in their third quarter filing versus the second quarter filing. A report summary can be found at the below link.From The Blog of HORAN Ca

What Do All Super Traders Have in Common?

Posted: 23 Nov 2014 06:01 AM PST

Often what is missing from an unsuccessful trader's strategy has nothing to do with what trading software they are using or which technical indicators they follow, but more about their psychology as a trader. What differentiates these "super traders" from the rest of us? Well, read the questions below and if you answer 'no' to […]

Treebeard: Becoming The Change We Wish To See

Posted: 23 Nov 2014 05:50 AM PST

Here at Peak Prosperity, we follow a lot of the problems and challenges of the world around us and explore what can be done in response to them. And in seeking solutions, we have to remind ourselves that if we want the world to be different in some way, the only way to begin changing it with 100\% certainty is by changing ourselves. In the end, we are responsible for how we perceive and relate to what's happening around us, and true change begins with taking ownership of what our reality is, and

Insure Stock Portfolio For $1 Per Day

Posted: 23 Nov 2014 05:00 AM PST

By Chris Ebert It's difficult to predict the future; some might say it's impossible. The stock market, as with any process that involves predicting the future, is, as one might expect, very unpredictable. But unlike natural processes that are difficult to predict, for example predicting where and when a storm might strike, the stock market's […]

Millennials Like 'Organic'—Even if They Have No Idea What It Means

Posted: 23 Nov 2014 05:00 AM PST

Some labels magically make food appear more nutritious.

A Moderate Retirement Saver Portfolio for ETF Investors

Posted: 23 Nov 2014 04:00 AM PST

Read full story for details.

Tips on Making the Most of Your First 401(k)

Posted: 23 Nov 2014 04:00 AM PST

Read full story for details.

Lagging Long Yields

Posted: 23 Nov 2014 12:55 AM PST

I’m a very intellectually curious person — I could spend most of my time researching investing questions if I had the resources to do that and that alone.  This post at the blog will be a little more wonky than most.  If you don’t like reading about bonds, Fed Policy, etc., you can skip down […]

Manipulated Stock Market Short Squeezes to Another All Time High - The China Syndrome

Posted: 22 Nov 2014 11:25 PM PST

The stock market spent virtually the whole week giving the impression of levitating in thin air that increasingly convinced many with each passing day that the market would resolve to the downside. Instead the market surprised virtually all by doing what market trends tend to do most often which is to resolve in the direction of the primary trend, which for a bull market is UP.