Running a Financial Advisory Practice in the Age of the Robo-Advisor

Here’s a novel idea: Advisors might actually need to earn their advisory fees in the years ahead.  With the arrival of online financial planning sites like Mint.com and robo-advisors like Covestor, which allow an investor to mimic the trades [...] Continue Reading…

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Financial Planning Moves to Make After the Correction

Aren’t corrections fun?  As we suffer through our first real correction, a lot of investors are scared. There is this nagging feeling that the outsized gains of recent years were somehow “fake,” the result of central bank manipulations and [...] Continue Reading…

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This Week’s Sizemore Insights: Should You Fear the MLP Correction?

Last week, I promised to give you more details on the changes I made to my Dividend Growth Portfolio. I’m going to hold off on that promise until next week in order to tackle a more timely subject that has [...] Continue Reading…

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Senior Housing Properties: A 7% Yielder Backed By the Graying of America

In an ideal investment, you’ll have several overlapping investment themes come together.  And that’s what I see today in Senior Housing Properties Trust (SNH), one of the biggest players in the senior housing segment with 372 properties spread across 38 [...] Continue Reading…

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Scared After The MLP Selloff? The Insiders Aren’t.

It’s been a bare-knuckle beating in the MLP space.  The JPMorgan Alerian MLP ETN (AMJ), a popular proxy for the sector, is down about 15% in less than a month.  And that is after bouncing off of its deep [...] Continue Reading…

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This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice. This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.