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

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Articles 2007


Vol 1 no 1 (May 15, 2007)

Asset Allocation and Risk Aversion in the Advisor Perspectives Universe
RIA Profile: Highmount Capital
Message from the CEO

Vol 1 no 2 (May 22, 2007)

Most Popular Mutual Funds: Gainers and Losers
Letters to the Editor

Vol 1 no 3 (May 29, 2007)

Changes in Asset Allocation for Wealthy Individuals
RIA Profile: The Del Monte Group

Vol 1 no 4 (June 5, 2007)

Index and ETF Usage among HNW/UHNW Investors

Vol 1 no 5 (June 12, 2007)

Asset Allocation in the Yale Endowment
RIA Profile: Sharkey, Howes and Javer 
More Thoughts on Index Funds and Wealthy Investors

Vol 1 no 6 (June 19, 2007)

Do the Ultra-Wealthy Own Mutual Funds?
HBS Professor Josh Coval Discusses the Markets and the Economy

Vol 1 no 7 (June 26, 2007)

From Yale University: New Research Confirms the Value of Active Management
RIA Profile: RINET Investments

Vol 1 no 8 (July 3, 2007)

Harold Evensky: Funding the Distribution Phase of a Retirement Account
Q2 2007 Mutual Fund Performance in the Advisor Perspectives Universe (Part 1)   

Vol 1 no 9 (July 10, 2007)

Beyond Buy and Hold: Managing Taxes with ETFs
RIA Profile: Founders Financial Network

Vol 1 no 10 (July 17, 2007)

Rafael Resendes on Constructing a Portfolio that Outperforms the S&P 500
Q2 2007 Mutual Fund Performance in the Advisor Perspectives Universe (part 2)

Vol 1 no 11 (July 24, 2007)

Burton Malkiel on Indexing, Active Management, China, and the Value of Financial Advisors
RIA Profile: L.J. Altfest & Co.

Vol 1 no 12 (July 31, 2007)

Identifying Actively Managed Mutual Funds that will Outperform the Market
Individual Equity Holdings in the Advisor Perspectives Universe

Vol 1 no 13 (August 7, 2007)

Diversifying Concentrated Low Basis Positions
RIA Profile: Full Life Financial

Vol 1 no 14 (August 14, 2007)

Mining for Factors that Predict Mutual Fund Success
Changes in the Most Popular Mutual Funds

Vol 1 no 15 (August 21, 2007)

John Bogle on Active Management, Diversification and the Future of the Mutual Fund Industry
Changes in Asset Allocation in the Advisor Perspectives Universe

Vol 1 no 16 (August 28, 2007)

International Investing: What to do When You're Long Term Bullish and Short Term Bearish
Responses to our Interview with John Bogle

Vol 1 no 17 (September 4, 2007)

The Case for Growth Stock Investing
RIA Profile: Adviser Investment Management

Vol 1 no 18 (September 11, 2007)

Rebalancing Revisited: Keeping Portfolios on Track in Volatile Markets
RIA Profile: R.W. Roge & Company
 
Vol 1 no 19 (September 18, 2007)

An Assault on Style Boxes
The Track Record of 130/30 Funds

Vol 1 no 20 (September 25, 2007)

The Evolution of Quantitative Analysis: What's Next for Black Box Trading Systems?
RIA Profile: Asset Planning Management & Research
Are Sector ETFs Losing Their Allure?

Vol 1 no 21 (October 2, 2007)

The Alpha Beta Chowder: Understanding Portfolio Risk and Return
RIA Profile: DAL Investment Company
More on 130/30 Funds 

Vol 1 no 22 (October 9, 2007)

Q3 Mutual Fund Performance in the Advisor Perspectives Universe
Index Fund and ETF Usage in the Advisor Perspectives Universe
You are How You are Paid:  Revising Form ADV

Vol 1 no 23 (October 16, 2007)

The Next Wave of Socially Responsible Investing May Require Deeper Economic Analysis
Risk-adjusted Performance and Socially Responsible Investing
SRI in the Advisor Perspectives Universe

Vol 1 no 24 (October 23, 2007)

Our Interview with William F. Sharpe
An Indexed Approach to Active Management
Q3 Individual Equity Holdings in the Advisor Perspectives Universe

Vol 1 no 25 (October 30, 2007)

Morningstar's Analysis of their New Ratings Methodology
The Predictive Power of Morningstar's New Rating System
Do Advisors Hold Higher Rated Funds?
Adding Value in Fund Evaluations: Alpha, Sharpe Ratio, and Information Ratio

Vol 1 no 26 (November 6, 2007)

Our Interview with Jason Zweig
Core Equity SMAs: Earn Appreciation from your Clients

Vol 1 no 27 (November 13, 2007)

Morningstar Ratings Redux
Using Trading Costs to Identify Better Mutual Funds
Freedom Through Autonomy: Transitioning to an RIA
Changes in the Most Popular Mutual Funds

Vol 1 no 28 (November 20, 2007)

Does the CPI Accurately Measure the Inflation Rate?
Top Down Asset Allocation: The La Jolla Economics Approach
Changes in Asset Allocation

Vol 1 no 29 (November 27, 2007)

Finding the Sharpshooters of Target Date Lifecycle Funds
Are Target Date Funds a Ticking Time Bomb?
Our Analysis of Target Date Funds
Freedom Through Autonomy: In-house Software Solutions
Letter to the Editor: Trading Costs for Fixed Income Mutual Funds

Vol 1 no 30 (December 4, 2007)

FundGrades: Exposing the Weaknesses in Peer Group Comparisons
Our Analysis of FundGrades
Standing Out in a (Very!) Crowded Market

Vol 1 no 31 (December 11, 2007)

How High are Today's P/E Ratios?
Are Closed Mutual Funds Better Performers?
Freedom Through Autonomy: Outsourcing your Operations
Follow-up to our Story on FundGrades

Vol 1 no 32 (December 18, 2007)

Our Interview with the Partners of Tweedy Browne
How High are Today's P/E Ratios?: Letters to the Editor
The ETF Book, by Richard Ferri CFA

Vol 1 no 33 (December 26, 2007)

FundQuest's Study of Active and Passive Management
Our Analysis of the FundQuest Study



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