Articles 2010
Vol 4 no 1 (January 5, 2010)
Paul Krugman on Deficits, Taxes and Recovery
Risk Management through Costless Collars
The Falling Dollar: Should We Worry?
A Lesson from Lawrence of Arabia
Perspectives on 2009 and Beyond
Capture Ratio as a Tool to Measure Investment Performance
Another Sample End-of-Year Letter
Vol 4 no 2 (January 12, 2010)
Bruce Berkowitz on the Keys to Success for the Fairholme Fund
The True Cost of Insuring the Uninsured
The Financial Crisis Post-Mortem: Suicide, Accident or Murder?
Olivier Blanchard on Global Stability
How to Use LinkedIn When Your Compliance Department Says No
Competing for Referrals
Letter to the Editor - Paul Krugman
Vol 4 no 3 (January 19, 2010)
Steve Leuthold: The Market will Rally This Year
Shiller PE's and Modeling Stock Market Returns
John Cochrane on the Dangers of Current Economic Policies
Ten Tips to be More Likeable
A Market for Contrarians
To Trust or Not To Trust, That is the Question
Letters to the Editor
Vol 4 no 4 (January 26, 2010)
Diversification Really Does Pay Off
Using Alternative Investments to Build a Stronger Portfolio
Robert Merton on Regulating Derivatives
The Potemkin Market
Punctuated Equilibrium
Buffett's Gold
Karma Marketing
Letters to the Editor - Krugman, Cochrane, Health Care and Trust
Vol 4 no 5 (February 2, 2010)
Stiglitz: U.S. Economy Will Falter without More Stimulus
Return Distributions and the Shiller P/E Ratio
A Question that Motivates HNW Prospects
Change - The Only Constant
Martijn Cremers on Active Management
Chuck Akre on the Akre Focus Fund
Who will Pay for the Burlington Acquisition?
More Government in the Financial Sector to Save Capitalism
Stuck in One Dimension
Letter to the Editor
Vol 4 no 6 (February 9, 2010)
Six Ways to Make the Most of your Web Site
Building High Net Worth Client Loyalty with Social Security
Transforming Your Business with an Integrated Solution
China's Quest for a Shortcut to Greatness
The China Conundrum
Overconfidence and Excessive Trading Harm Investor Returns
It's Not My Fault
Letters to the Editor - Stiglitz and Shiller PEs
Vol 4 no 7 (February 16, 2010)
How to Squander $170 Billion
2010 Outlook: More Growth on the Horizon for Emerging Markets
Changing the Rules: The Roth IRA Conversion Opportunity
The $100,000 Challenge to Passive Managers
Boom and Bust
Seven Steps to Making 2010 a Breakthrough Year for your Business
Robert Shiller on Trills, Housing and Market Valuations
How Professionals Select Investments
Letter to the Editor
Vol 4 no 8 (February 23, 2010)
Interest Rates, Inflation and the PIMCO Total Return Fund
Jason Zweig on Protecting your Wealth
The $2 Million Charity Challenge to Active Investors
Rethinking the Fundamentals of Client Communication
Drilling for Dummies
An Analysis of the Risk and Return of Small/Mid-Cap Growth
Letter to the Editor
Vol 4 no 9 (March 2, 2010)
Asset Allocation for Grantham's Seven Lean Years
Asset Allocation Perspective
Massachusetts Pensions in Crisis
The Elusiveness of Persistence
It's No Shell Game
Nine Essential Lessons from Olympians
Robert Pozen on the Financial Crisis, Social Security, and the Mutual Fund Industry (transcript)
Robert Pozen on the Financial Crisis, Social Security, and the Mutual Fund Industry (video replay)
Letters to the Editor
Vol 4 no 10 (March 9, 2010)
A Looming Lack of Liquidity
Communicating with Ease
Healthcare, Unions and the Next Bull Market
Lessons from an Investing Time Machine
Modeling the Active versus Passive Debate
The New Rules of Marketing - A Roundtable
Letters to the Editor
Vol 4 no 11 (March 16, 2010)
The New Investment Paradigm: Graham Meets Markowitz
Implications of the Current Shiller P/E Ratio
Greeks Bearing Gifts
How a Small Change Made a Big Difference
Rational Deficit: An Interview with Dan Ariely
Paul Romer: What Drives Economic Growth?
The Lake Wobegon Defect
No Shell Game? Then What Is It?
Letters to the Editor - A Charity Challenge and the Cassandra Portfolio
Vol 4 no 12 (March 23, 2010)
The Best Books on Passive Investing: The Earth Does Revolve Around the Sun
Fixed Income Short Duration Bonds
Quadrophobia: Predicting the Next Enron?
Tobin's Q: A Stone's Throw from a Sell Signal
Hard Lessons from a Lost Account
A Tale of Two Depressions: What the New Data Tell Us
Financial Reform and the Fiduciary Standard
Three Ways to Enhance Your Facebook Business Page
Game On!
Vol 4 no 13 (March 30, 2010)
America's "Failing" Infrastructure?
Surprising New Research on Diversification from Emerging Markets
Seven Tips for a Successful Family Foundation
Making the Sale
Not a Lost Decade for Diversified, Balanced Portfolios
Your Clients' Lives Are NOT a Game
Get More Bang for Your Charitable Buck
Letter to the Editor
Vol 4 no 14 (April 6, 2010)
Liz Ann Sonders on the US Economic Recovery
Municipal Bond Advantages Remain
A Q1 Letter to Send Clients
A Review of 'The Big Short' by Michael Lewis
Emerging Markets: High Growth does not mean High Returns
Follow-up to the Folly of Peer Group Analysis
Insights and Foresights into 2010
Ten Steps to Get Started with New Media Marketing
Vol 4 no 15 (April 13, 2010)
Why We Make Bad Decisions
Yield Opportunities Still Exist in Bonds
Today's Number One Way to Demonstrate Your Value
Are Public Employees Bankrupting the Nation?
Shameless: Michael Lewitt on the US Economy and Other Topics
Unforeseen Pitfalls of Social Media Success
James Heckman on the Drivers of Human Success
Vol 4 no 16 (April 20, 2010)
Lessons from Yale's Endowment Model and the Financial Crisis
Investment Implications for Government Policy and Intervention
Is Your Fiduciary Standard a Core Value?
Letter to the Editor - The Interest Rate Debate
The Random Walk Spoiled: A Flawed Assumption for Long-term Equity Portfolio Simulation
A Simple Step to Get More from Your Day
Unconventional Wisdom: An Interview with Robert Shiller
When There's No There There
A Short-Term Buying Opportunity for Long-Term TIPS
Vol 4 no 17 (April 27, 2010)
Paul McCulley's Design for Financial Regulation
Gary Shilling: America's Lost Decade
China: House of Cards or Emerging Superpower?
The Four Horsemen of Growth: David Kelly's Guide to Markets
Investing Insights from Doctors
Writing in Plain Speak
Four Reasons to Keep Sending Your eNewsletter that No One Reads
The Hidden Risk in Target Date Funds
Vol 4 no 18 (May 4, 2010)
Lacy Hunt: Keynes was Wrong (and Ricardo was Right)
Investors Face a New Health Care Landscape
Timely Market Insights
Iran, Iraq and Embracing the Devil
The Quants
The Future of Consumer Financial Protection
Four Words of Advice from a Top Advisor
Alternative Centers of Influence
How Much is that Investment Worth in Real Money?
Vol 4 no 19 (May 11, 2010)
Lacy Hunt: Keynes was Wrong (and Ricardo was Right)
A Historical Perspective on the Slight Depression
Why Some Hedge Funds Made Money in 2008
God Is Dead: The Implications of the Goldman Sachs Case
Predicting Financial Crises
Talking to Clients about Expected Returns
A Coming Wave of M&A?
Inspire Client Trust by Delivering Clear, Insightful Investment Communications
Join a Professional Association - Just Not Your Own Profession
Tagline, You're It
Vol 4 no 20 (May 18, 2010)
Jeremy Grantham Guarantees Gold will Crash
Tony Boeckh on the Great Reflation
Spain: After the Bubble
The Number One Way to Stay Motivated
Actively Passive or Passively Active?
Slime, Crime, Nickel and Dime
Enhance Your LinkedIn Profile through Applications
Search Engine Marketing for Financial Advisors
Vol 4 no 21 (May 25, 2010)
Seth Klarman is More Worried than at Any Time in his Career
Ken Rogoff Expects Slow Growth and Sovereign Defaults
The Prospecting Approach that Works Today
Measure the Success of your Marketing through your CRM
Sleeping with the Enemy
Letter to the Editor
Vol 4 no 22 (June 1, 2010)
Three Ways to Improve Safe Withdrawal Rates
Equity Income Targets Utilities
Municipal Bond Market Insights
Europe: Value or Value Trap?
The Essential Quality that Sets Top Performers Apart
The Burden of Choice
Social Media & Reputation Management for Financial Advisors
Our Three-Year Anniversary
Vol 4 no 23 (June 8, 2010)
Five Strategies for a Rising Rate Environment
What's Driving Investment Management Outsourcing
Dan Fuss: What Keeps Bond Managers Up at Night (Transcript)
Dan Fuss: What Keeps Bond Managers Up at Night (Video)
Three Words to Blow Away Clients
Why Wall Street Won't be Reformed
Ten Ways to Improve Manager Selection
The First Thing We Do, Let's Kill All the Quants
Barfing Your Way to Investment Success
Vol 4 no 24 (June 15, 2010)
Asset Allocation Matters, But Not as Much as You Think
BlackRock Examines an Altered Fiduciary Landscape
Today's Top Economic Historian: The Path to European Stability (Transcript)
Today's Top Economic Historian: The Path to European Stability (Video)
Strategy Advice from Apple and Google
Three Steps to Start Building a Powerful Center-of-Influence Network
The Great Thank-You Note Debate
Letter to the Editor - Strategies for Rising Rates
Vol 4 no 25 (June 22, 2010)
Low-Cost Protection Against Rising Rates
Know Your Fixed Income Manager
Rethinking Morningstar Ratings - Moving Beyond Past Performance
Getting Clients to Read Your Emails
Niall Ferguson on Japan, China, and the US (transcript)
Niall Ferguson on Japan, China, and the US (video)
Three New Ways to Use LinkedIn to Market Your Business
The New Roth Rules: Are Your Clients Converting? Survey Results - April/May 2010
Vol 4 no 26 (June 29, 2010)
Timber as an Asset Class: If a Tree Falls in the Forest, Should you Buy It?
Jeff Gundlach:The US will 'Politely Default' on its Debt
Five Minutes to Drive Your Day
The Zero-Dollar Marketing Plan
Winning Clients - By Being Dumb
Inflation Protection Investment Strategies
Letters to the Editor
Vol 4 no 27 (July 6, 2010)
The Ultimate Income Portfolio
Currency Management Series Part Two: Currencies as an Asset Class and Source of Alpha
How to Calculate Your Personal Safe Withdrawal Rate
Template for a Mid-Year Letter - Navigating through this Calamitous Decade
And the Winner Is...
A Marketing Guide for RIAs
A Marketing Guide for RIAs: Part 1 - Pick a Niche
Stock Markets and a Sea of Change
Vol 4 no 28 (July 13, 2010)
Nouriel Roubini on Crisis Economics
Learn more - Download the Fiduciary Opportunity Toolkit
How to Fix the SEC
The Retirement Readiness Checklist
Fake Diversification Exposed: Does Asset Allocation Work?
Deficits Monetary and Moral
Chronicle of the Quarter
Part 2 - Craft Your Message
Part 3 - Build a Website
Letter to the Editor
Vol 4 no 29 (July 20, 2010)
Martin Leibowitz' Failed Defense of the Endowment Model
Considerations for Investing in a Low Interest-Rate Environment
Jeremy Siegel on Why Stocks are Undervalued (transcript)
Jeremy Siegel on Why Stocks are Undervalued (video)
Beyond The Stars: Improving Active Fund Selection Based On Manager Skill
The Opportunity in Build America Bonds
Lessons from a $1 Million Misunderstanding
A Marketing Guide for RIAs: Part 4 - Create Marketing Collateral
A Marketing Guide for RIAs: Part 5 - Become an Expert
Letter to the Editor
Vol 4 no 30 (July 27, 2010)
Why Immediate Annuities Make Sense
Robert Shiller: A Cautious Outlook for Stocks (transcript)
Robert Shiller: A Cautious Outlook for Stocks (video)
Important New Research Talking to Seniors About Risk and Market Volatility
Rediscovering Your Listening Skills
Active Managers Add More Value in Bull than Bear Markets
Raisin' Hell on Bagel Street
A Marketing Guide for RIAs: Part 6 - Develop a Networking Strategy
A Marketing Guide for RIAs: Part 7 - Implement a Centers of Influence Referral Strategy
Vol 4 no 31 (August 3, 2010)
Woody Brock: How to Achieve Growth without "Bad" Deficits
"Fiduciary": Much Ado about Nothing!
Rebuilding Confidence in Stocks
Ten Retirement Lessons from the Smartest People I Know
Richard Koo: Lessons from Japan's Decline (transcript)
Richard Koo: Lessons from Japan's Decline (Video)
A Marketing Guide for RIAs: Part 8 - Implement a Client Referral Strategy
A Marketing Guide for RIAs: Part 9 - Create a Drip Marketing System for Prospects
Letter to the Editor
Vol 4 no 32 (August 10, 2010)
When Active Management Matters
Three Steps to Talk About Risk
Zvi Bodie on Stocks and Annuities in Retirement (transcript)
Zvi Bodie on Stocks and Annuities in Retirement (video)
Public Pension Showdown: Actuaries vs. Economists
Taking Exception: "Fiduciary" is Much Ado about Something!
Confessions of a First-time Manager
Is the Market Efficient?
Performance that Plan Sponsors Value Most
A Marketing Guide for RIAs Part 10 - Develop a Written Marketing Plan
Vol 4 no 33 (August 17, 2010)
Misconceptions about Risk and Return Uncovered
A Double-Dip Recession Looks Unlikely - A Mid-Year Update
A New Framework for Retirement Income Planning
Cerulli Survey Results: New Themes in Advisors' Portfolio Strategies
A Proven Path to Gaining Client Assets
Refining Core-Satellite Investing
Letters to the Editor: Harold Evensky, et. al.
A Request for a Proposal from the Federal Reserve Bank
Vol 4 no 34 (August 24, 2010)
What Investors Really Want
Improving on Buy and Hold: Asset Allocation using Economic Indicators
Telling Your Team Story to Prospects
This is No Way to Run a Railroad
Build America Bonds Power the US States
Should I Stay or Should I Go Now?
How to Choose the Right Social Media Archiving Strategy
Vol 4 no 35 (August 31, 2010)
The Riskiest Pension Assets (and the Implications for Muni Bonds)
Why Mid-Caps?
The Alternative to Big Bonuses
An Unexpected Route to Ecstatic Clients
Double 'Bubble,' Toil and Trouble
David Blitzer on How Indices Work (transcript)
David Blitzer on How Indices Work (video)
Evaluating Unconstrained Managers
Five Steps to Choosing the Right Marketing Firm
