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

Newsletters 2007

Dec. 26, 2007 FundQuest's Study of Active v. Passive Mgmt plus Our Top Stories of 2007
Dec. 18, 2007 Our Interview with the Partners of Tweedy Browne
Dec. 11, 2007 How High are Today's P/E Ratios?
Dec. 4, 2007 Exposing the Weaknesses in Fund Peer Group Comparisons
Nov. 27, 2007 Measuring the Performance of Target Date Funds
Nov. 19, 2007 Does the CPI accurately measure the inflation rate?
Nov. 13, 2007 More on Morningstar Ratings -plus- Understanding Fund Trading Costs

Nov. 6, 2007 Our Interview with Jason Zweig
Oct. 30, 2007 The Predictive Value of Morningstar Fund Ratings
Oct. 23, 2007 Our Interview with William F. Sharpe
Oct. 16, 2007 Socially Responsible Investing: Current Trends, Performance, and Use by HNW/UHNW Investors
Oct. 9, 2007 Mutual Fund Performance, Index Fund and ETF Usage for HNW/UHNW Investors
Oct. 2, 2007 The Alpha Beta Chowder - How to Evaluate Risk in Hedge Funds and Portfolios
Sep. 25, 2007 Quantitative Funds - Their Evolution and How Advisors Should View Them
Sep. 18, 2007 An Assault on Style Boxes - plus - The Track Record of 130/30 Funds
Sep. 11, 2007 Rebalancing Portfolios During Volatile Markets
Sep. 4, 2007 The Case for Growth Stock Investing
Aug. 28, 2007 International Investing: Diversification in Today's Markets
Aug. 21, 2007 Our Exclusive Interview with John Bogle
Aug. 14, 2007 Mining for Factors that Predict Mutual Fund Success
Aug. 7, 2007 Diversifying Concentrated Low Basis Positions
July 31, 2007 Identifying Actively Managed Mutual Funds that Outperform the Market
July 24, 2007 Burton Malkiel on Indexing, Active Management, Investing in China, and more
July 17, 2007 Rafael Resendes discusses building a portfolio that beats the S&P 500
July 10, 2007 Beyond Buy and Hold: Managing Taxes with ETFs
July 3, 2007 Harold Evensky: Funding the Distribution Phase of a Retirement Account
June 26, 2007 From Yale University: New Research Confirms the Value of Active Management
June 19, 2007 Do the Ultra-Wealthy Invest in Mutual Funds?
June 12, 2007 Asset Allocation in the Yale Endowment
June 5, 2007 New study shows HNW/UHNW investors hold only 3.8% of assets in index funds
May 30, 2007 Changes in Asset Allocation for Wealthy Individuals
May 22, 2007 Most Popular Mutual Funds—Gainers and Losers
May 15, 2007 Asset Allocation and Risk Aversion: New Study Analyzes HNW Investment Patterns

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