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

Follow us on

Content Channels

Most Popular This Month

Most Popular This Year

Newsletters 2011

December 27 The top 10 articles for 2011 (plus another 10 you may have missed); Vitaliy Katsenelson on Krugman's missed call
December 20 Gundlach on the key economic threat; Build your own low-cost indexed annuity; Dennis Gartman - 'Get on the sidelines on gold'
December 13 Guaranteed Withdrawal Benefits: The illusion of protection; Why 60 Minutes was dead wrong on insider trading; Five steps to succeed in the retirement market
December 6 Why Shiller and Soros may be wrong on a big bet; The unspoken truth about hedge funds; Two questions to motivate your assistant
November 29 Jeremy Siegel - 'Equity risk premium twice historical average'; Volatility and lessons from the past; Do you really understand rates of return?
November 22 Krugman v Summers: Will the US mirror Japan?; Morningstar's attempt to predict performance; Our investment survey results
November 15 Are TIPS really safe and worry-free? Michael Aronstein on today's key macro trends; Minimize relationships at your peril
November 8 Why Bill Gross lowered his forecast; New research questions the 4% withdrawal rate; Two DC insiders on key tax legislation
November 1 What all small cap investors need to know; Are European equities cheap enough?; Questions about Non-traded REITs
October 25 Gundlach - Markets aren't cheap Miccolis, Bengen and Evensky on portfolio construction; Ken Jennings, Watson and the next intellectual breakthrough; Key questions for Bill Gross
October 18 Gundlach - Markets aren't cheap enough; Dan Fuss - The unspoken problem with bonds; How to fix our dysfunctional tax code
October 11 Where Obama's economic team got it wrong; Tom Friedman - What the US needs to do now; Why Morningstar style boxes hurt more than help
October 4 Value investing lessons from Moneyball; Gundlach on the coming crisis; The energy expert you shouldn't trust; Two minutes that cost a client
September 27 Reexamining Bill Gross' decision to sell Treasury bonds; New research on attracting HNW clients; Buying opportunity in corporate bonds
September 20 Counterparty risk in total-return funds; What dividends say about US equity returns; A simple email that attracted new clients
September 13 Why experienced managers handicap performance; The unspoken truth about hedge funds; Exchange-traded products and their hidden risks
September 6 Byron Wien revisits his predictions for 2011; Bob Veres: A challenge to Dan Ariely; Five strategies for a sideways market
August 30 Why Dave Rosenberg likes high-yield bonds; What to tell clients today; Four scenarios for the economy and stock prices
August 23 The simplest, safest withdrawal strategy; A cautionary note to gold bugs; Why investors are 'mad as hell,' and what to do about it
August 16 Gundlach - The cusp of a global banking panic; A compelling case for optimism; A commentary on the correction
August 9 New insights for HNW portfolios; A Bob Veres client letter on the S&P downgrade; How regulation stifles growth: Lessons from the Far East
August 2 Improving on the Ultimate Income Portfolio; Winning the deficit endgame; Seven implications of the coming retirement revolution
July 26 How Rob Arnott and Jeremy Grantham view risk; Protecting portfolios against inflation; Ten minutes to better client meetings
July 19 Why Bernanke is wrong on the debt ceiling; Getting clients to buy into annuities; A better method to predict market returns
July 12 Harold Evensky on the new rules for wealth management; Using Buffet, Gross and Siegel in a Q2 client letter; The real story behind bond yields
July 5 No more stupid forecasts; Essential summer viewing - Desperate Households and more; A million-dollar meeting gone wrong
June 28 An important challenge to 'Stocks for the long run'; What if you outlive your SWR horizon?; How to get in front of HNW prospects
June 21 Acting on Jeremy Grantham's advice; A worst-case scenario for Greece; How to answer your clients' toughest question
June 14 Fairholme's Berkowitz - Ignoring the crowd on financials; New research from Fama and French; The consequences of policy failure
June 7 New challenges for the endowment model; The best way to start a client meeting; How to waste your Internet time effectively
May 31 Caution: Flawed research on equity-indexed annuities; Two steps to double client event turnout
May 24 Robert Shiller: I'm betting the farm; How to build a low-risk high-income portfolio; A sentence that tripled referrals
May 17 Is Japan headed for hyperinflation?; Emerging market inflation and its geopolitical impact; Four steps to a top-performing team
May 10 Howard Marks on succeeding unconventionally; The long-term bullish forecast for housing; A troubling red flag for advisors
May 3 My breakfast with Dave - why he likes bonds; Gary Shilling - Five things that can derail the recovery; Martin Barnes - How safe is the equity market?
April 26 Why demographics will drive global growth; Ethics among thieves -the movie Inside Job reviewed; A unique way to engage key clients
April 19 Gundlach's contrary view - Treasuries will rally post QE2; Insuring against market declines; Four ways to make recommendations stick
April 12 Ten trends that will reshape the fund industry - and what they mean to investors; A value veteran on why global is the place to be
April 5 PIMCO's disappointing new initiative; Another nail in the efficient market coffin; A Q1 client letter - 2 key lessons from Japan
March 29 GMO's market outlook: "Disappointingly overvalued"; Inflation versus deflation: Two experts disagree; A call that will blow clients away
March 22 Groundhog decade ahead? A 10-year forecast for equities; Gundlach on being misquoted in Barron's; What to fear in the Permanent Portfolio
March 15 Why Mason Hawkins and Staley Cates like commodities - but not financials or gold; Nine words that saved $600,000
March 8 What today's #1 economist worries about most; Five ways to connect with retired boomers; The clued-in, the clueless, the oblivious and the conflicted
March 1 Why Ibbotson and Morningstar are wrong about variable annuities with GMWBs; Eight key lessons from an Oscar winner
February 22 Bruce Berkowitz: "Is investing in banks like Russian roulette?"; Two Nobel laureates on talking to clients about risk; Stop wasting money on client communication
February 15 Evensky, Bernstein, Arnott et al.: How to Understand Risk; New tools to handle Black Swan events; Dealing with clients who make you livid
February 8 Why the 60-40 bond allocation fails - and what to do about it; More on why Meredith Whitney is dead wrong; The key to effective communication
February 1 Krugman and Mankiw: "Can economics save the economy?"; The inflation the Fed fears most; Four ways to get prospects off the fence
January 25 New evidence of the power of dividends; A compelling argument for tactical asset allocation; Beyond the efficient market hypothesis
January 18 Why Meredith Whitney is wrong; Richard Bernstein: The antidote to pessimism: Gundlach: The greatest opportunity for the next two years
January 11 A Bold Forecast for Consumer Spending; Market Timing vs. Tactical Asset Allocation; Structuring Meetings for Maximum Impact
January 4 Building a better income portfolio; The alternative to face-to-face meetings; Another decade of sideways markets?