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

Newsletters 2010

Dec. 28, 2010 The top 10 articles for 2010 (plus the top 10 you may have missed); Ken French and Robert Shiller on financial reform
Dec. 21, 2010 Debunking Ken Fisher; Gundlach: Are taxes too darn low?; Ed Hyman: We are not Japan
Dec. 14, 2010 The end of the Asian bull market; Looking back at a year of policy failures; A year-end client letter
Dec. 7, 2010 Questioning conventional wisdom on rebalancing; An uncertain future for housing prices; More reasons you aren't getting referrals

Nov. 30, 2010 Black gold, Texas tea; A leading expert tells how to avoid bubbles; Why you aren't getting referrals - And what to do about it
Nov. 23, 2010 Why three top bond managers like equities; Ned Davis - still positive on stocks; Five words that get emails opened
Nov. 16, 2010 Jeremy Siegel on the upside for equities; The truth behind GM's overhaul; Making your case to prospects
Nov. 9, 2010 The rise, fall and rise of hedge funds; A prescription to save America's schools; Essential reading for the holidays
Nov. 2, 2010 Flaws in Vanguard's Withdrawal Strategy; A Top Economist's Nightmare Scenario; Stand-out Client Appreciation Events
Oct.29, 2010 Highlights from Schwab IMPACT: Keynotes and Best Sessions on the Investment Track
Oct.26, 2010 An Exceptional Resource for Asset Allocation; What Drives High-Yield Bonds; Investing $15 in an Unshakeable Client Bond
Oct. 19, 2010 Ian Bremmer: Developed Markets and Capitalism in Crisis; Bernanke's Impossible Dilemma; Allen Sinai: US at the Crossroads
Oct. 12, 2010 History's lessons on the bond bubble debate; Ex-IMF Chief Economist on the crisis ahead; Third quarter client letter: Why Buffett is bullish
Oct. 5, 2010 Bob Veres on a New Danger to Client Portfolios; The Misguided Promise of 529 Plans; Five Strategies to Land a $50 Million Client
Sep. 28, 2010 The Forecast for Oil; Three Traps that Chew Up Your Day; Unraveling the 12b-1 Debate
Sep. 21, 2010 Optimism about America; Jim Grant on housing; Gundlach: No double-dip - but; Two compelling articles to send clients
Sep. 14, 2010 A better way to invest in gold; HCM: Why efficient markets led investors astray; A model that forecasts interest rates - and what it says today
Sep. 7, 2010 Gundlach on why Treasury Bonds make no sense; A radical proposal for 12b-1 fees; Responding to clients who drive you crazy
Aug. 31, 2010 The Looming Danger in Private Equity - and Good News for Muni Bonds; Dan Ariely on Why Bank Bonuses are Flawed
Aug. 24, 2010 New Insights into What Investors Really Want; Improving on Buy-and-Hold; Telling Your Team Story to Prospects
Aug. 17, 2010 Misconceptions about Risk and Return; A New Framework for Retirement Income Planning; Cerulli: A Dramatic Shift in Portfolio Construction
Aug. 10, 2010 Is Ibbotson Right on Active Management?; Three Steps to Talking about Risk; Zvi Bodie on Why Market Forecasts are "Nuts"
Aug. 3, 2010 Woody Brock: Economic Growth without "Bad" Deficits; The Misguided Fiduciary Debate; Rebuilding Confidence in Stocks
July 27, 2010 Making the Case for Immediate Annuities; Robert Shiller: A Cautious Outlook for Stocks; Talking to Seniors about Risk and Volatility
July 20, 2010 Martin Leibowitz' Failed Defense of the Endowment Model; Jeremy Siegel on Why Stocks are Undervalued; A New Way to Evaluate Mutual Funds
July 13, 2010 Nouriel Roubini on Crisis Economics; Bob Veres - How to Fix the SEC; The Retirement Readiness Checklist; Fake Diversification Exposed
July 6, 2010 The Ultimate Income Portfolio; A New Insight on Safe Withdrawal Rates; Mid-Year Letter for Clients - An Undiscovered Speech by Benjamin Graham
June 29, 2010 A Critical Look at One of Grantham's Favorite Investments; Jeff Gundlach: The US will 'Politely Default'; Five Minutes to Drive Your Day
June 22, 2010 Low-Cost Protection Against Rising Rates; Rethinking Morningstar Ratings - Moving Beyond Past Performance; Getting Clients to Read Your Emails
June 15, 2010 Roger Ibbotson on the Limits of Asset Allocation; Harvard's Niall Ferguson: The Path to European Stability; Strategy Advice from Apple and Google
June 8, 2010 Five Underused Strategies for Rising Rates; Dan Fuss: What Keeps Bond Managers Up at Night; Three Words to Blow Clients Away
June 1, 2010 Critical New Research on Withdrawal Rates; Europe - Compelling Value or Value Trap?; The Quality that Sets Top Performers Apart
May 25, 2010 Seth Klarman and Ken Rogoff: What History Tells Us About Today; The Prospecting Approach that Works
May 18, 2010 Jeremy Grantham Guarantees Gold will Crash; Tony Boeckh on the Great Reflation; Spain After Its Bubble
May 11, 2010 A Historical Perspective on the Slight Depression; Why Some Hedge Funds Succeeded in 2008; Implications of the Goldman Sachs Case
May 4, 2010 Keynes was Wrong (and Ricardo was Right); Iran, Iraq and the Devil's Embrace; 'The Quants' Reviewed
April 27, 2010 Paul McCulley's Design for Financial Reform; Shilling: America's Lost Decade; China - House of Cards or the Next Global Leader?
April 20, 2010 Yale's Endowment and the Financial Crisis; The Interest Rate Debate; The Random Walk Spoiled
April 13, 2010 Why Smart Investors Make Bad Decisions; The #1 Way to Demonstrate Your Value; Are Public Employees Bankrupting Us?
April 6, 2010 Liz Ann Sonders on the US Economic Recovery; A Q1 Letter for Clients; Michael Lewis' The Big Short Reviewed
March 30, 2010 America's 'Failing' Infrastructure?; Surprising New Research on Diversification and Emerging Markets; Advice for Family Foundations
March 23, 2010 The Best Books on Passive Investing; Quadrophobia: Can You Spot the Next Enron?; Tobin's Q Nears a Sell Signal
March 16, 2010 The New Investment Paradigm: Graham Meets Markowitz; Implications of the Current Shiller P/E Ratio; Greeks Bearing Gifts
March 9, 2010 A Looming Lack of Liquidity; Communicating with Ease; Healthcare, Unions and the Next Bull Market
March 2, 2010 Asset Allocation for Grantham's Seven Lean Years; Massachusetts Pensions in Crisis; The Elusiveness of Persistence
Feb. 23, 2010 Interest Rates, Inflation and the PIMCO Total Return Fund; Jason Zweig on Protecting Wealth
Feb. 16, 2010 How to Squander $170 Billion; The $100k Challenge to Passive Managers; Boom & Bust by Michael Lewitt
Feb. 9, 2010 Six Ideas for Improving your Web Site; Katsenelson and Richards on China; Overconfidence and Wealth Destruction
Feb. 2, 2010 Joseph Stiglitz on the Need for Additional Stimulus; More on Shiller PEs; The Question to ask HNW Prospects
Jan. 26, 2010 Diversification Really Does Pay Off; Robert Merton on Regulating Derivatives; The Potemkin Market
Jan. 19, 2010 Leuthold: Market Rally will Continue; Shiller PEs and Market Returns; John Cochrane on the Dangers of Current Economic Policies
Jan. 12, 2010 Bruce Berkowitz on his Keys to Success; The True Cost of Universal Coverage; Financial Crisis Post-Mortem
Jan. 5, 2010 Paul Krugman on Deficits, Taxes and Recovery; Risk Management through Costless Collars; Thoughts on the Falling Dollar

Website by the Boston Web Company