ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

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2014-11-25 Career Center by Various (Article)

Find career opportunities for firms that seek to add financial advisors and planners to their staff. Read more to find out how to post opportunities at your firm.

2014-10-21 Q3 Venerated Voices by Various (Article)

We have announced our Venerated Voices awards for commentaries published in the third quarter of 2014. Rankings were issued in three categories: The Top 25 Venerated Voices by Firm, The Top 25 Venerated Voices by Author and The Top 10 Venerated Voices by Commentary.

2014-07-15 Q2 Venerated Voices™ by Various (Article)

Advisor Perspectives announces its Venerated Voices awards for articles published in the second quarter of 2014. Rankings were issued in three categories: The Top 25 Venerated Voices by Firm, The Top 25 Venerated Voices by Author and The Top 10 Venerated Voices by Commentary.

2014-05-27 Career Center by Various (Article)

Find career opportunities for firms that seek to add financial advisors and planners to their staff. Read more to find out how to post opportunities at your firm.

2014-05-13 Venerated Voices Q1 2014 Rankings by Various (Article)

Advisor Perspectives, a leading publisher serving financial advisors and the financial advisory community, has announced its Venerated Voices awards for articles published in the first quarter of 2014. Rankings were issued in three categories: The Top 25 Venerated Voices by Firm, The Top 25 Venerated Voices by Author and The Top 10 Venerated Voices by Commentary.

2014-05-06 Letters to the Editor by Various (Article)

Readers respond to several articles and commentaries that appeared within the last week.

2014-04-29 Letters to the Editor by Various (Article)

Readers respond to Gary Halbert’s commentary, The Real Obamacare Nightmare is Just Beginning, which was published on April 23.

2014-04-22 Letters to the Editor by Various (Article)

Readers respond to three recently published articles, and the authors of those articles respond to those letters.

2014-03-18 Letter to the Editor by Various (Article)

A reader responds to Bob Veres’ article, Crashing Through the Insurance Industry’s Wall of Silence, which appeared last week.

2014-03-11 Letter to the Editor by Various (Article)

A reader responds to the commentary, The 5-Year Itch, by Robert Isbitts of Sungarden Research, which was posted on March 3.

2014-03-04 Letter to the Editor by Various (Article)

A reader responds to Jason Hsu and Vitali Kalesnik’s commentary, Measuring the ’Skill’ of Index Portfolios, which was published on February 28.

2014-02-18 Letters to the Editor by Various (Article)

A reader responds to Joe Tomlinson’s article, Providing Better Social Security Advice for Clients, which appeared last week, and readers respond to Gary Halbert’s commentary, Why Quantitative Easing Didn’t Work, which appeared on February 12.

2014-02-04 Letters to the Editor by Various (Article)

A reader responds to Stephanie Kelton’s article, Code Red or Red Herring? Mauldin and Tepper’s Code Red Reviewed , and a reader responds to Justin Kermond’s article, Harvard’s Post-Crisis Endowment Strategy, both of which appeared last week.

2014-01-28 Letters to the Editor by Various (Article)

A reader responds to Marianne Brunet’s article, Are Small Businesses the Engine of Job Growth?, which appeared last week, and a reader responds to Robert Huebscher’s article, The Verdict on Unconstrained Bond Funds, which was published on January 14.

2014-01-21 Venerated Voices by Various (Article)

Advisor Perspectives announced its Venerated Voices awards for articles published in 2013. Rankings were issued in three categories: The Top 25 Venerated Voices by Firm, The Top 25 Venerated Voices by Author and The Top 10 Venerated Voices by Commentary.

2014-01-21 Letter to the Editor by Various (Article)

A reader responds to Howard Mark’s commentary, Getting Lucky, which was published on January 16.

2014-01-14 Letters to the Editor by Various (Article)

Several readers respond to Wade Pfau’s article, How to Use Bond Ladders in Retirement Portfolios, which appeared last week. Readers also respond to two recent market commentaries.

2013-12-31 The 10 Most-Read Articles of 2013 by Various (Article)

As is our custom, we conclude the year by reflecting on the 10 most-read articles over the past 12 months. In decreasing order, based on the number of unique readers, those are...

2013-12-31 Letter to the Editor by Various (Article)

A reader responds to Michael Edesess’ article, How Much Should We Pay to Emit Carbon?, which appeared last week.

2013-12-24 Letter to the Editor by Various (Article)

A reader responds to Joe Tomlinson’s article, Optimizing Asset Location: Is It Worth the Effort?, which appeared last week.

2013-12-17 Letter to the Editor by Various (Article)

A reader responds to Dan Richards’ article, How Service Screw-ups Can Create Happier Clients, and a reader responds to Patrick McVeigh’s article, Low Demand Will Depress Oil Prices, both of which appeared last week.

2013-11-26 Letters to the Editor by Various (Article)

A reader responds to Bob Veres’ article, Why Deficits Don’t Matter, which appeared on October 29, and a reader responds to Robert Huebscher’s article, Reflections on a Week in Cuba, which appeared on November 12.

2013-11-19 Letters to the Editor by Various (Article)

A reader responds to Robert Huebscher’s article, Reflections on a Week in Cuba, which appeared last week, and a reader responds, to Bob Veres’ article, Why Deficits Don’t Matter, which appeared on October 29.

2013-11-05 Letters to the Editor by Various (Article)

Several readers respond to Bob Veres’ article, Why Deficits Don’t Matter, which was published last week. A reader responds to Adam Apt’s article, Is Gold Overpriced?, which was published Oct. 15, and a reader responds to the commentary, Scrooge McDucks, by Bill Gross of PIMCO, which appeared Oct. 31.

2013-10-29 Letters to the Editor by Various (Article)

Readers respond to Michael Edesess and Kwok Tsui’s article, How Many Monkeys Does it Take to Find a Successful Strategy?, which appeared last week.

2013-10-22 Venerated Voices? by Various (Article)

Advisor Perspectives, a leading publisher serving financial advisors and the financial advisory community, has announced its Venerated Voices? awards for articles published in Q3 2013.

2013-10-15 Letters to the Editor by Various (Article)

Readers respond to Robert Huebscher’s article, The Futility of the Endowment Model, which appeared last week.

2013-10-01 Letters to the Editor by Various (Article)

A reader responds to Raul Elizalde’s article, Why Bond Funds are Toxic for Your Portfolio, which appeared last week. In addition, a reader responds to Michael Edesess’ article, William Bernstein ? “Stocks for the Long Run,” which appeared last week.

2013-09-24 Letters to the Editor by Various (Article)

Two readers respond to Michael Edesess’ article, Why DFA’s New Research is Flawed, which appeared September 10.

2013-09-17 Letter to the Editor by Various (Article)

A reader responds to Joe Tomlinson’s article, A New Tool to Calculate Long-Term Care Needs, which appeared last week.

2013-09-17 The Debate on DFA’s Research by Various (Article)

We received many responses to Michael Edesess’ article, Why DFA’s New Research is Flawed, which appeared last week. We provide the responses from individuals who disagreed with Edesess’ findings, followed by Edesess’ response and then by responses in agreement with his findings.

2013-09-10 Letters to the Editor by Various (Article)

Several readers responded to Michael Edesess’ article, Did Steve Jobs Really Build That?, which appeared last week. A reader responded to Stephen Roach’s commentary, The Global QE Exit Crisis, which appeared on August 26.

2013-09-03 Letter to the Editor by Various (Article)

A reader responds to Geoff Considine’s article, Do Income-Oriented Portfolios Reduce Safe Withdrawal Rates?, which appeared last week.

2013-08-20 Letters to the Editor by Various (Article)

A reader responds to Bob Veres’ article, Envisioning the Planning Firm of the Future, which appeared last week. A reader responds to Dan Richards’ article, How to Fix the Flaws in Financial Planning, which appeared on July 30, and a reader responds to Bob Veres’ article, The Price You Pay for Poor Management, which appeared on July 23.

2013-08-13 Letters to the Editor by Various (Article)

A reader responds to Wade Pfau’s article, Unlocking the Two Mysteries behind SPIAs, which appeared last week, and readers respond to the commentary, What’s Wrong With Indexes?, by Brian Evans of AdvisorShares, which was published on July 29.

2013-08-06 Letters to the Editor by Various (Article)

A number of readers responded to Dan Richards’ article, Getting Past “Blah, Blah, Blah” When Talking to Prospects, which appeared on July 23. A reader responded to Michael Edesess’ article, The Great Debate on Inequality: Stiglitz versus Krugman, which appeared on June 25.

2013-07-09 Letters to the Editor by Various (Article)

A reader responds to Mitchell Eichen and John Longo’s article, The Practical Application of Behavioral Finance, which appeared last week, and a reader responds to Geoff Considine’s article, ?The Greatest Anomaly in Finance:’ Understanding and Exploiting the Outperformance of Low-Beta Stocks, which appeared on February 14, 2012.

2013-06-25 Letters to the Editor by Various (Article)

Adam Apt responds in the latest exchange of letters on the topic of socially responsible investing. A reader responds to Geoff Considine’s article, A Better Alternative to Cap-Weighted Bond Indices, which appeared June 11. A reader responds to Wade Pfau’s article, Retirement Income Designations ? Which Should You Choose?, which appeared last week.

2013-06-18 Letter to the Editor by Various (Article)

Adam Kanzer responds to several letters to the editor that appeared last week. Those letters were in response to his article, Exposing False Claims about Socially Responsible Investing, which appeared June 4. Kanzer’s article was in response to Adam Apt’s article, Measuring the Cost of Socially Responsible Investing, which appeared May 21.

2013-06-11 Letters to the Editor by Various (Article)

A number of readers responded to Adam Kanzer’s article, Exposing False Claims about Socially Responsible Investing, which appeared last week. Kanzer’s article was in response to Adam Apt’s article, Measuring the Cost of Socially Responsible Investing, which appeared the week before. Several readers responded to other articles as well.

2013-05-28 Letter to the Editor by Various (Article)

A reader responds to Adam Apt’s article, Measuring the Cost of Socially Responsible Investing, which appeared last week.

2013-05-14 Letter to the Editor by Various (Article)

A reader responds to Robert Huebscher’s article, Niall Ferguson: Four Reasons Why the U.S. is Failing, which appeared last week.

2013-04-30 Letters to the Editor by Various (Article)

A number of readers responded to Robert Huebscher’s article, The New Challenges to Reinhart and Rogoff, which appeared last week.

2013-04-23 Letters to the Editor by Various (Article)

A reader responds to Michael Edesess’ article, Will Germany Lead the World’s Energy Revolution?, and a reader responds to Robert Huebscher’s article, Michael Pettis - Can China Save Itself?, both of which appeared last week.

2013-04-16 Letter to the Editor by Various (Article)

A reader responds to Robert Huebscher’s article, The Downside to Socially Responsible Investing, which appeared on November 13, 2012.

2013-04-09 Letter to the Editor by Various (Article)

This is in response to Joe Tomlinson’s article, Choosing an Actively Managed Fund: What Works and What Doesn’t, which appeared last week.

2013-03-12 Letters to the Editor by Various (Article)

Two readers respond to Joe Tomlinson's article, Can Advisors Add Value Through Fund Selection?, which appeared on February 26, and a reader responds to Wade Pfau's article, Breaking Free from the Safe Withdrawal Rate Paradigm: Extending the Efficient Frontier for Retirement Income, which appeared last week.

2013-03-05 Letters to the Editor by Various (Article)

A reader responds to Bob Veres' article, Comparing Advisors to Jim Cramer: Measuring your Professional Alpha , which appeared on February 5, and a reader responds to Robert Huebscher's article, Five Ways to Improve Your Investing Decision Making, which appeared last week.

2013-02-19 Letter to the Editor by Various (Article)

A reader responds to Gary Halbert's commentary, The Economy: Worst Five Years Since the Depression, which appeared on February 13.

2013-02-05 Letters to the Editor by Various (Article)

A reader responds to Joe Tomlinson's article, Predicting Asset Class Returns: Recommendations for Financial Planners, which appeared last week, and another reader responds to Dan Richards' articles.

2013-01-22 Letter to the Editor by Various (Article)

A reader responds to Paul Franchi's article, Demographics and the Decline of Equity Mutual Funds, which appeared last week.

2013-01-15 Letters to the Editor by Various (Article)

Readers respond to two of Dan Richards' columns, Six Lessons for Advisors from the Mayo Clinic, which appeared last week, and, How to Turn Acquaintances into Clients, which appeared on December 4. A reader responds to Richard Vodra's article, Is Fracking a 'Happy Solution' to our Energy Needs?, which appeared on January 2.

2013-01-08 Letter to the Editor by Various (Article)

A reader responds to our interview, Jeremy Siegel on 'Dow 15,000,' which was published on December 18.

2012-12-11 Letters to the Editor by Various (Article)

Readers respond to a series of articles that appeared over the last several weeks.

2012-12-04 Letters to the Editor by Various (Article)

Two readers respond to Peter Schiff's commentary, Patriotic Millionaires Unmasked, which was published on November 21. One of those responses is a reply to a letter published last week.

2012-11-27 Letters to the Editor by Various (Article)

A reader responds to Peter Schiff's commentary, Patriotic Millionaires Unmasked, which was published on November 21, and a reader responds to Joe Tomlinson's article, Are Inflation-Adjusted Annuities Right for Clients?, which was published last week.

2012-11-20 Letters to the Editor by Various (Article)

Readers respond to our articles, The Downside to Socially Responsible Investing, which appeared last week, and, Lacy Hunt on Our Economic Future, which appeared on November 6.

2012-11-06 Letters to the Editor by Various (Article)

A reader responds to Gary Halbert's commentary, What Really Happened in Benghazi on Sept. 11, which appeared on October 31, and a reader responds to David Schawel's article, Will Bonds Be 'Burnt to a Crisp?', which appeared on October 16.

2012-10-30 Letter to the Editor by Various (Article)

A reader responds to a discussion from last week, which was in response to Joe Tomlinson's article, We Need a Bold Solution to Fix the Retirement System, which appeared on October 9.

2012-10-23 Letter to the Editor by Various (Article)

A reader responds to Joe Tomlinson's article, We Need a Bold Solution to Fix the Retirement System, which appeared on October 9.

2012-10-16 Letters to the Editor by Various (Article)

A reader responds to Joe Tomlinson's article, We Need a Bold Solution to Fix the Retirement System, which appeared last week.

2012-10-09 Letter to the Editor by Various (Article)

A reader responds to Rob Arnott's commentary, The Glidepath Illusion, which was published on September 25.

2012-10-02 Letters to the Editor by Various (Article)

Two readers respond to Rob Arnott's commentary, The Glidepath Illusion, which was published on September 25. A reader responds to Adam Apt's article, How to Build a Portfolio, which appeared last week.

2012-09-18 Letters to the Editor by Various (Article)

Several readers respond to our article, Can Our Retirement System be Fixed?, which appeared last week. A reader responds to Bill Gross' commentary, The Lending Lindy, which appeared on September 5, and a reader responds to David Schawel's article, Three Bond Funds for Rising or Falling Rates, which appeared last week.

2012-09-04 Letters to the Editor by Various (Article)

A reader responds to Dan Richard's article, The Wrong Way to Ask for Referrals, which appeared last week, and two readers respond to Bob Veres' article, The Profession's Faulty Assumptions: A Top Ten List, which appeared on August 21.

2012-08-21 Letters to the Editor by Various (Article)

A reader responds to the commentary, Maybe This Time is Different, by Andrew Redleaf of Whitebox Advisors, which was published on August 14, and a reader responds to Michael Edesess' article, Why Hedge Funds Destroy Investor Wealth, which was published last week.

2012-08-14 Letters to the Editor - Bob Veres on AUM-based Fees by Various (Article)

Several readers respond to Bob Veres' article, The Alternative to AUM-Based Fees: The Total Profitability Retainer Formula, which appeared on July 31.

2012-08-07 Letter to the Editor by Various (Article)

A reader responds to Bob Veres' article, The Alternative to AUM-Based Fees: The Total Profitability Retainer Formula , which was published last week.

2012-07-31 Letter to the Editor by Various (Article)

A reader responds to Bob Veres' article, Why Are Advisory Fees Lower Than They Have To Be?, which was published on July 10.

2012-07-17 Letters to the Editor by Various (Article)

Two readers respond to Bob Veres' article, Why Are Advisory Fees Lower Than They Have To Be?, which appeared last week, and a reader responds to Larry Siegel's article, Benchmarking Your Retirement Portfolio With a Risk-Free Strategy, which also appeared last week.

2012-07-10 Letters to the Editor by Various (Article)

Several readers respond to Bob Veres' article, The Profession's Faulty Assumptions: A Top Ten List, which appeared last week. Also, a reader responds to Joe Tomlinson's article, How Safe are Annuities?, which appeared on August 14, and a reader responds to Beverly Flaxington's column, Dealing with Gossip in a Small Firm, which appeared last week.

2012-07-03 Letter to the Editor by Various (Article)

A reader responds to John Hussman's commentary, Enter, the Blindside Recession, which appeared on June 25.

2012-06-19 Letters to the Editor by Various (Article)

Readers response to Richard Vodra's article, Energy and the Wealth of Nations, which appeared on June 5 and to John Hussman's commentary, The Heart of the Matter, which appeared on June 11.

2012-06-12 Letters to the Editor by Various (Article)

A number of readers respond to our article, Can Krugman Fix Our Economy?, which appeared on May 29.

2012-06-05 Letters to the Editor by Various (Article)

A number of readers respond to our article, Can Krugman Fix Our Economy?, which appeared last week.

2012-05-29 Letters to the Editor - An Attack on Paul Krugman by Various (Article)

Two readers respond to Michael Edesess' article, An Attack on Paul Krugman, which appeared on May 15.

2012-05-22 Letter to the Editor by Various (Article)

A reader responds to Richard Skagg's article, Dividends: A Timeless Component of Equity Return, which appeared on May 15.

2012-05-15 Letter to the Editor by Various (Article)

A reader responds to Justin Locke's article, Why the Best Conductors Sent Us Home Early, which appeared last week.

2012-05-08 Letter to the Editor by Various (Article)

A reader responds to Bob Veres' article, How to Respond to the Bachus-McCarthy Bill, which appeared last week.

2012-04-24 Letter to the Editor - Jeremy Grantham by Various (Article)

A reader responds to Jeremy Grantham's commentary, My Sister's Pension Assets and Agency Problems, which appeared on April 19.

2012-04-17 Letters to the Editor by Various (Article)

We have several letters from readers, including one in response to Lisa Keung's article on myths about women and investing and one in response to a recent commentary by Dan Ariely.

2012-03-27 Letter to the Editor ? Jeremy Grantham by Various (Article)

A reader responds to Michael Edesess' article, Jeremy Grantham: This Time is Different, which appeared last week.

2012-03-13 Letter to the Editor - Tactical Asset Allocation v. Behavioral Finance by Various (Article)

Ken Solow, Michael Kitces and Sauro Locatelli respond to Christopher Sidoni's article, The Conflict between Tactical Asset Allocation and Behavioral Finance, which appeared on February 21.

2012-03-06 Letter to the Editor by Various (Article)

A reader responds to James Colon's article, The Problem with Target-Date Fund Glide Paths, which appeared on February 28.

2012-02-28 Letters to the Editor by Various (Article)

Readers respond to Christopher Sidoni's article, The Conflict between Tactical Asset Allocation and Behavioral Finance, which appeared last week, and to Simon Johnson's commentary, Too Big to Jail, which appeared on February 21.

2012-02-14 Letters to the Editor by Various (Article)

A reader responds to Larry Siegel's article, Jeremy Siegel, Rob Arnott and Other Experts Forecast Equity Returns, and another reader responds to Joe Tomlinson's article, An Innovative Solution to Retirement Income, both of which appeared last week.

2012-02-07 Letters to the Editor by Various (Article)

Readers respond to past articles, including Robert Huebscher's article, The Misreading of Reinhart and Rogoff, our interview with Lacy Hunt, and Wade Pfau's article, Safe Withdrawal Rates: A Do-It-Yourself Approach.

2012-01-31 Letters to the Editor ? Reinhart and Rogoff by Various (Article)

Several readers respond to Robert Huebscher's article, Beyond Reinhart and Rogoff, which appeared last week.

2012-01-24 Letters to the Editor by Various (Article)

Two readers respond to Robert Huebscher's article, The Misreading of Reinhart and Rogoff, which appeared on January 10, and a reader responds to Matthew Jarvis' letter to the Editor last week, which was in response to Wade Pfau's article, GLWBs: Retiree Protection or Money Illusion?, which appeared on January 10.

2012-01-17 Letters to the Editor - the Misreading of Reinhart and Rogoff by Various (Article)

Many readers responded to Robert Huebscher's article, The Misreading of Reinhart and Rogoff, which appeared last week.

2012-01-17 Letter to the Editor - GLWBs by Various (Article)

A reader responds to Wade Pfau's article, GLWBs: Retiree Protection or Money Illusion?, which appeared on December 13, 2011.

2012-01-03 Letter to the Editor by Various (Article)

A reader responds to our article, Understanding Variable Annuities with GMWBs (and the flaws in Ibbotson's analysis), which appeared on March 1.

2011-12-27 Letters to the Editor by Various (Article)

Readers respond to three recent articles and commentaries: Wade Pfau's article, GLWBs: Retiree Protection or Money Illusion?, which appeared on December 13; PIMCO's commentary, Hot Potato, which appeared on December 21; and Kay Conheady's commentary, Does the Trend Matter?, which appeared on December 20.

2011-12-20 Letters to the Editor by Various (Article)

Readers respond to several articles: GLWBs: Retiree Protection or Money Illusion?, Did Congress Cash In on Insider Stock Trading?, and Can this be Serious?, all which appeared last week, and to John Mauldin's commentary, The Center Cannot Hold, which appeared on Saturday.

2011-12-13 Letter to the Editor by Various (Article)

A reader responds to Michael Edesess' article, The Unspoken Truth about Hedge Funds, which appeared last week.

2011-11-29 Letters to the Editor - Krugman, Summers and Morningstar Ratings by Various (Article)

A reader responds to our article, Krugman versus Summers - Will the US mirror Japan?, which appeared last week. Another reader responds to our article, Morningstar's Attempt to Predict Performance, which also appeared last week.

2011-11-08 Letter to the Editor by Various (Article)

A reader responds to Michael Edesess' article, The Small Cap Falsehood, which appeared last week.

2011-10-18 Letter to the Editor by Various (Article)

A reader responds to Laurence Siegel's article, A Critical Look at Obama's Economic Team, which appeared last week.

2011-10-11 Letters to the Editor by Various (Article)

A reader responds to Richard Vodra's article, The Energy Expert You Shouldn't Trust, which appeared last week. Another reader responds to Geoff Considine's article, Reexamining Bill Gross' Decision to Sell Treasury Bonds, which appeared on September 27.

2011-09-27 Top 10 Websites for Financial Advisors by Various (Article)

In a recent survey conducted in partnership with Cerulli Associates, we asked our audience to list the sources they frequent for investment commentary and content on a regular basis. Here is a list of the top ten.

2011-09-27 Errata and Letter to the Editor by Various (Article)

A reader responds to our article, Counterparty Risk in Large Total-Return Funds, which appeared last week, and we correct an error in that article.

2011-09-20 Letter to the Editor by Various (Article)

A reader responds to Dennis Gibb's article, The Risks of Exchange-Traded Products, which appeared last week.

2011-08-30 Errata and Letters to the Editor by Various (Article)

We correct a couple of errors which appeared in our article last week, The Simplest, Safest Withdrawal Strategy. A reader also responds to that article, and two readers respond to other recent articles.

2011-08-23 Letters to the Editor by Various (Article)

A reader responds to our article, Jeremy Grantham Guarantees Gold will Crash, which appeared on May 18, 2010. Another reader responds to Michael O. Kokesh's Letter to the Editor, published last week, which was in response to Paul Kasriel's July 26 commentary, Washington Had a Spending Problem.

2011-08-16 Letter to the Editor by Various (Article)

A reader responds to Paul Kasriel's commentary, Washington Had a Spending Problem, which was published on July 26.

2011-08-09 Letters to the Editor by Various (Article)

A reader responds to Robert Huebscher's article, The Winning Endgame, which appeared last week, and another reader responds to Scott Smith's guest contribution, Hitting a Moving Target: Matching Portfolio Risk to Client Expectations, which also appeared last week.

2011-07-26 Letters to the Editor by Various (Article)

A reader responds to our article, Gundlach: A Debt Ceiling Impasse Could Drive Rates Lower, which appeared last week. Another reader responds to Don Moir's letter to the editor, which was in response to Doug Short's commentary, A Short History of Dividend Stocks, which appeared on July 5.

2011-07-12 Letter to the Editor by Various (Article)

A reader responds to Doug Short?s commentary, A Short History of Dividend Stocks, which appeared on July 5.

2011-06-28 Letter to the Editor: Equity-Indexed Annuities by Various (Article)

A reader responds to our article, Fantasy-world Returns for Equity Indexed Annuities, which appeared May 31.

2011-06-21 Letters to the Editor - Equity-Indexed Annuities by Various (Article)

A reader responds to Steve Salerno's letter, which appeared last week and was in response to our article, Fantasy-world Returns for Equity Indexed Annuities, which appeared May 31. A co-author of the study cited in our article also responds.

2011-06-14 Letter to the Editor - Equity-Indexed Annuities, et al. by Various (Article)

A reader responds to our article about equity-indexed annuities. Guy Cumbie provides the latest installment in his exchange with Michael Edesess, which concerned Edesess' article three weeks ago, On the Wikileaks of the Economics Profession.

2011-06-07 Letters to the Editor - Equity-Indexed Annuities by Various (Article)

A number of readers responded to Robert Huebscher's article, Fantasy-world Returns for Equity Indexed Annuities, which appeared last week.

2011-06-07 Letters to the Editor - On the WikiLeaks of the Economics Profession by Various (Article)

This is a follow-up to last week's exchange between Guy Cumbie and Michael Edesess, which concerned Edesess' article two weeks ago, Letter to the Editor On the Wikileaks of the Economics Profession.

2011-06-07 Letters to the Editor - Our Four-Year Anniversary by Various (Article)

A reader responds to our article, Our Four-Year Anniversary, which appeared last week.

2011-05-17 Letter to the Editor by Various (Article)

A reader responds to our article, Howard Marks on the Human Side of Investing, which appeared last week.

2011-04-19 Letter to the Editor by Various (Article)

A reader responds to Michael Edesess' article, A Close Look at the PIMCO-Met Life Retirement Strategy, which appeared on April 5.

2011-04-12 Letter to the Editor by Various (Article)

A reader responds to Erik McCurdy's article, A Trading System that Disproves Efficient Markets, which appeared last week.

2011-04-05 Letters to the Editor: GMWBs and the Permanent Portfolio by Various (Article)

A reader responds to our article, Understanding Variable Annuities with GMWBs, which appeared on March 1 and another reader responds to Geoff Considine's article, What Investors Should Fear in the Permanent Portfolio, which appeared on March 22.

2011-03-29 Letter to the Editor by Various (Article)

A reader writes in regard to the commentary A Crime Called Private Mortgage Insurance, by Chris Whalen of the Institutional Risk Analyst, which was published on March 23.

2011-03-08 Letters to the Editor and a Final Thought on VAs with GMWBs by Various (Article)

We received a record number of letters in response to Robert Huebscher?s article, Understanding Variable Annuities with GMWBs, and to Peng Chen?s response, The Real Flaws ? A response to 'Understanding Variable Annuities with GMWBs,' which were published last week. We also provide a final thought on this subject.

2011-02-01 Letter to the Editor by Various (Article)

A reader disagrees with John Hussman's recent commentary, Sixteen Cents: Pushing the Unstable Limits of Monetary Policy, which appeared on January 24.

2011-01-18 Letters to the Editor by Various (Article)

A number of readers respond to Nancy Opiela's article, Tactical Asset Allocation and Market Timing: What's the Difference?, and one reader responds to Michael Lewitt's article, The Wages of Growth. Both articles appeared last week.

2011-01-11 Letter to the Editor by Various (Article)

A reader responds to the article, Return Distributions and the Shiller P/E Ratio, by Keith Goddard, which originally appeared on February 2, 2010 and was contained in The Ten Best Articles You Probably Missed on December 28.

2011-01-04 Letters to the Editor by Various (Article)

A reader responds to our article, Debunking Ken Fisher, which appeared two weeks ago. Another reader responds to the article, Return Distributions and the Shiller P/E Ratio, by Keith C. Goddard, which originally appeared on February 2, 2010.

2010-12-28 Letter to the Editor by Various (Article)

A reader responds to our article, Debunking Ken Fisher, which appeared last week.

2010-12-21 Letter to the Editor by Various (Article)

A reader asks a question in reference to the article, The Kings of Cash Flow - Investing in Tomorrow's Potential Winners Today, which appeared on November 16. The authors of that article respond.

2010-12-14 Letter to the Editor by Various (Article)

A reader responds to our article, Black Gold, Texas Tea, which appeared on November 30.

2010-11-23 Letter to the Editor by Various (Article)

A reader responds to Jack Falvey's article, Through the Looking Glass with Steven Rattner, which appeared last week.

2010-11-16 Letters to the Editor: Waiting for Superman by Various (Article)

Two readers respond to Charlie Curnow's November 9 article, Waiting for Superman: The Fate of Teachers' Unions.

2010-11-02 Letter to the Editor by Various (Article)

In a letter to the Editor, a reader highlights a few generalizations in a recent article on that, he says, unfortunately cast the entire universe of 529 plans in a uniformly unpleasant light.

2010-10-19 Letters to the Editor by Various (Article)

In our letters to the Editor, two readers respond to our recent article, The Misguided Promise of 529 Plans, citing the advantages of those plans.

2010-10-12 Letter to the Editor by Various (Article)

In this letter to the Editor, a reader responds to our article, The Misguided Promise of 529 Plans, which appeared last week. We were wrong, the reader says, to compare 529 plan performance to the 'market,' and solutions superior to our recommended zero-coupon muni bond strategy are available through actively-managed equity funds.

2010-08-31 Evaluating Unconstrained Managers by Various (Article)

How can advisors evaluate an unconstrained asset manager, such as John Hussman of the Hussman Fund? In a follow-up to a recent article on research by Roger Ibbotson, we present views from several advisors on the role of returns-based style analysis and whether it can help identify whether managers such as Hussman deliver alpha.

2010-08-17 Letters to the Editor: Harold Evensky, et. al. by Various (Article)

Our letters to the Editor include three responses to articles in last week's issue from Harold Evensky of Florida-based Evensky & Katz.

2010-08-03 Letter to the Editor by Various (Article)

In a letter to the editor, a reader responds to Dave Loeper's article, Fake Diversification Exposed: Does Asset Allocation Work?, which appeared on July 13.

2010-07-20 Letter to the Editor by Various (Article)

In a letter to the editor, a reader responds to several recent articles which have addressed the fiduciary standard for advisors.

2010-07-13 Letter to the Editor by Various (Article)

In a letter to the editor, a reader questions Michael Nairne's article last week, And the Winner Is..., and we provide Nairne's response.

2010-06-29 Letters to the Editor by Various (Article)

In our letters to the editor, readers comment on two of last week's articles: Improving on Morningstar's Ratings: Moving Beyond Past Performance and The New Roth Rules: Are Your Clients Converting? Survey Results - April/May 2010.

2010-06-15 Letter to the Editor by Various (Article)

In a letter to the Editor, a reader responds to our article last week, Five Strategies for a Rising Rate Environment.

2010-05-25 Letter to the Editor by Various (Article)

In a letter to the Editor, a reader responds to Charlie Curnow's March 30 article, America's "Failing" Infrastructure?.

2010-05-18 Letters to the Editor by Various (Article)

In a letter to the Editor, a reader responds to Niall Ferguson's thesis in last week's article, A Historical Perspective on the Slight Depression.

2010-04-20 Letter to the Editor ? The Interest Rate Debate by Various (Article)

As a Treasury bond bear of modest conviction, advisor Martin Weil read with interest Gluskin Sheff's David Rosenberg's piece in our April 12 issue. Though providing little data to support his thesis, Rosenberg makes a solid argument for why it is inflation, not supply and demand, that drives Treasury prices and yields. In taking this position, he pits himself against, among others, Jim Grant, with whom he has been carrying on a running debate.

2010-04-06 Follow-up to the Folly of Peer Group Analysis by Various (Article)

In response to a recent commentary by Research Affiliates, The Folly of Peer Group Analysis, a reader offers his own research on the performance of indices against peer groups, once impurities have been eliminated from those peer groups. John West and Ryan Larson of Research Affiliates provide additional analysis.

2010-03-30 Letter to the Editor by Various (Article)

In a letter to the Editor, a reader comments on Keith Goddard and Channing Smith's article, Implications of the Current Shiller P/E Ratio.

2010-03-16 Letters to the Editor ? A Charity Challenge and the Cassandra Portfolio by Various (Article)

In our letters to the Editor, readers respond to recent articles on the challenge to passive investors and the "Cassandra" portfolio.

2010-03-09 Letters to the Editor by Various (Article)

In our letters to the Editor, readers respond to a number of recent articles, including the charity challenges posed by Roger Schreiner and Dave Loeper, the active v. passive debate, Morningstar ratings, and our article on the PIMCO Total Return fund.

2010-03-02 Letters to the Editor by Various (Article)

In our letters to the Editor, a reader responds to our article How to Squander $170 Billion, and another responds to a claim that clients are moving away from their existing advisory relationship as a result of recent market events.

2010-02-23 Letter to the Editor by Various (Article)

In this letter to the Editor, an advisor responds to last week's article, Boom and Bust, by Michael Lewitt of Harch Capital Management.

2010-02-16 Changing the Rules: The Roth IRA Conversion Opportunity by Various (Article)

The only individual retirement account that allows for tax-free growth has gotten even better. The rules governing conversions to Roth IRAs have changed -- and that's good news for your clients and for you. Janus can help you take advantage of this ideal opportunity to connect with your high net worth clients and to share your expertise on financial and investment issues. We thank Janus for their sponsorship.

2010-02-16 Letter to the Editor by Various (Article)

In this letter to the Editor, an advisor addresses a recent commentary which took issue with John Mauldin's views.

2010-02-09 Letters to the Editor by Various (Article)

Our letters to Editor include two responses to our article about Joseph Stiglitz and one in response to Keith Goddard's article about asset allocation using Shiller P/E ratios.

2010-02-02 Letter to the Editor by Various (Article)

In a letter to the Editor, a reader responds to a commentary recently posted on our site.

2010-01-26 Letters to the Editor by Various (Article)

In our letters to the Editor, readers comment on recent articles about Paul Krugman, health care, John Cochrane and the need for trust in advisory relationships.

2010-01-19 Letters to the Editor by Various (Article)

Readers responded to a range of topics in our letters to the Editor: our Paul Krugman interview, our article last week on the causes of the financial crisis, our article on the true cost of insuring the uninsured, and our article on costless collars using options.

2010-01-12 Letter to the Editor ? Paul Krugman by Various (Article)

Our interview last week, Paul Krugman on Deficits, Taxes, Inflation and Recovery, drew a number of responses, all of which expressed the same sentiment. We publish one of those letters.

2009-12-29 Letter to the Editor ? Pension Liabilities by Various (Article)

In this first letter to the Editor, a reader responds to our article last week, The Next Black Swan? Underfunded Public Pensions, and provides additional data showing the depth of the pension crisis.

2009-12-29 Letter to the Editor ? Morningstar Ratings by Various (Article)

In this second letter to the Editor, another reader comments on our recent articles on the predictive power of Morningstar's ratings.

2009-12-22 Letter to the Editor ? Morningstar Ratings by Various (Article)

In a letter to the Editor, a reader responds to our study of Morningstar's ratings.

2009-12-15 Letters to the Editor ? Morningstar Responds by Various (Article)

Our article last week, Morningstar's Ratings Fail over a Full Market Cycle, drew two responses from readers and a response from Morningstar. John Rekenthaler, Morningstar's VP of Research, says the three-year time period we chose was arbitrary and does not necessarily reflect a full market cycle. We also have a letter regarding our article last week, The Investment Value of Art.

2009-12-01 Letters to the Editor by Various (Article)

In our letters to the Editor, one reader comments on Dan Richards' article last week, Tapping into Today's Number One Client Concern, and another comments on our article two weeks ago, Bruce Greenwald on Positioning First Eagle's Funds.

2009-11-24 Letter to the Editor ? Buffett and Burlington Northern by Various (Article)

In a letter to the Editor, a reader responds to Bruce Greenwald's comments and defends Warren Buffett's purchase of Burlington Northern.

2009-11-17 Letters to the Editor by Various (Article)

We have two letters to the Editor - one responds to last week's interview with Bruce Greenwald and the other responds to two recent articles which argued that advisors should avoid active management.

2009-11-10 Letters to the Editor ? The ?V? Points Downward by Various (Article)

In a letter to the Editor, a reader responds to our article, The "V" Points Downward.

2009-11-03 More on the Fama-French Farewell Tour by Various (Article)

Tom Howard responds to two letters to the Editor in last week's issue, which follow-up our article on the latest Fama-French study defending passive management. Howard says there is plenty of academic evidence of "plain old stock-picking skill."

2009-10-27 Letters to the Editor ? Michael Moore ? Take This! by Various (Article)

Our article several weeks ago, Michael Moore - Take This!, drew responses from several readers, both supportive and critical of the filmmaker.

2009-10-27 Letters to the Editor ? Fama-French and the Active-Passive Debate Redux by Various (Article)

Last week, two active management proponents responded to our article, Luck vs. Skill in Mutual Fund Alpha Estimates, on the latest research from Ken French and Gene Fama. This week, a reader takes on one of those responses and Michael Edesess, author of our article, says the debate between active and passive management is really a sidelight to the real issue - which is excessive fees.

2009-10-20 Letters to the Editor - Fama-French and the Active-Passive Debate by Various (Article)

Last week's article, Luck vs. Skill in Mutual Fund Alpha Estimates, on the latest research from Ken French and Gene Fama drew plenty of responses. We publish two of them, both in support of active management.

2009-10-20 Letter to the Editor - Leveraged and Inverse ETFs by Various (Article)

Responding to Tom Lydon's article last week, In Defense of Leveraged and Inverse ETFs, a reader says leveraged and inverse ETFs are not aspirins to be sold over the counter; instead, they are prescription drugs that may cause serious adverse effects and thus warrant a black-box warning.

2009-09-29 Letters to the Editor by Various (Article)

In our letters to the Editor, a reader responds to our article last week, The Financial Market Solution to Carbon Emissions, and another to our article two weeks ago, Mohammed El-Erian: We Have Not Reached Escape Velocity.

2009-09-22 Letter to the Editor by Various (Article)

In a letter to the Editor, a reader responds to our article last week, Mohammed El-Erian: We Have Not Reached Escape Velocity.

2009-09-08 Letters to the Editor by Various (Article)

We have two letters to the Editor, commenting on our articles about Politics and Fund Mangers and Jim Cramer.

2009-09-01 Letters to the Editor by Various (Article)

Our letters to the Editor contain a response to a letter last week regarding a healthcare reform, a response to our interview with economist Paul Krugman, and some kind words on our article last week, Building a Practice in America's Fastest Dying City.

2009-08-25 Letters to the Editor by Various (Article)

In our letters to the Editor, a reader responds to Dougal Williams' article last week, A Crash Course in Investing: Six Lessons from the Market Meltdown, and other readers respond to our article on Actively Managed TIPS and to an Advisor Market Commentary on healthcare policy.

2009-08-18 Letters to the Editor ? Paul Krugman by Various (Article)

Our interview with economist Paul Krugman two weeks ago continues to generate responses, and we share several from our readers.

2009-08-11 Letters to the Editor ? Paul Krugman by Various (Article)

Our interview last week with economist Paul Krugman drew an unprecedented number of responses - all of which were critical of Krugman's proposed policies. Read our letters to the Editor.

2009-08-04 Letters to the Editor by Various (Article)

In our letters to the Editor, readers respond to last week's article, How Long is the Long Run?, Geoff Considine's article, The Retirement Portfolio Showdown: Jeremy Siegel v. Zvi Bodie , and Ted Wong's article, Moving Average: Holy Grail or Fairy Tale - Part 3.

2009-07-28 Letter to the Editor - Beyond Grantham: Politics and Investment Strategy by Various (Article)

In a letter to the Editor, a reader challenges the thesis of Jerry Minton's article two weeks ago, Beyond Grantham: Politics and Investment Strategy.

2009-07-21 Letter to the Editor Compelling Evidence that Active Management Really Works by Various (Article)

In a letter to the Editor, a reader challenges some of the findings reported several weeks ago in an article, Compelling Evidence that Active Management Really Works.

2009-07-14 Letter to the Editor: Tobin?s Q Ratio by Various (Article)

We have a letter to the Editor regarding our article last week, The Q Ratio Sends a Modestly Bearish Long-Term Signal, and we publish John Mihaljevic's response.

2009-07-07 Letters to the Editor by Various (Article)

We have two sets of letters to the Editor. The first has a response to a recent article about research by Rob Arnott on bond market returns, and a response to last week's article about unconventional thinking - and whether media such as CNBC provides these kinds of insights.

2009-07-07 Letters to the Editor Moving Average: Holy Grail or Fairy Tale by Various (Article)

In the second set of our letters to the Editor, we publish a series of responses to Ted Wong's article last week, Moving Average: Holy Grail or Fairy Tale - Part 2.

2009-06-30 Letters to the Editor: Moving Average: Holy Grail or Fairy Tale, Part I by Various (Article)

We have two sections of letters to the Editor. The first set features responses to Ted Wong's article, Moving Average: Holy Grail or Fairy Tale - Part 1.

2009-06-30 Letters to the Editor: The Road to Zimbabwe by Various (Article)

In the second set of our letters to the Editor, we publish responses to to our article, The Road to Zimbabwe.

2009-06-23 Letters to the Editor ? Moving Average: Holy Grail or Fairy Tale? by Various (Article)

Ted Wong's article last week, Moving Average: Holy Grail or Fairy Tale?, drew a large number of questions and comments from readers.

2009-06-09 Letter to the Editor ? Jeremy Grantham by Various (Article)

In our letters to the Editor, a reader responds to last week's article on Jeremy Grantham.

2009-06-02 Letters to the Editor What the "Missing Out" Argument Misses by Various (Article)

We publish a number of responses to Ted Wong's article last week, What the "Missing Out" Argument Misses.

2009-05-05 Letters to the Editor by Various (Article)

We touched a few nerves last week with our critique of Standard and Poor's SPIVA study, where we raised doubts about S&P's claim that passive management does better in bull markets than in bear markets. We publish letters from two of our more vocal critics, along with our response.

2009-05-05 Letter to the Editor ? A Safer Four Percent Withdrawal Rule by Various (Article)

Hawaii-based advisor John Robinson is the author of several articles on safe withdrawal rates, and he reviews our recent article, A Safer Four Percent Withdrawal Rule. We respond to Robinson's critique.


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