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

Articles 2011


Volume 5, Issue 1 - January 4, 2011

Building a Better Income Portfolio

Letters to the Editor

Seeking Beta in the Bond Market: Update December 31, 2010

Improving on Buy and Hold: Update December 31, 2010

The Wondrous Value of Incompetence

Five Ways to Shape Up Your Marketing in 2011

The Coming Decade of Sideways Markets

Your First Resolution for 2011: A Better Alternative to Face-to-Face Meetings

Volume 5, Issue 2 - January 11, 2011

Letter to the Editor

2010: A Truth Odyssey

Managing People Who Are Already Motivated

The Key to Scaling Your Practice

The Two Elephants Facing the US Economy

What's Past is Prologue

Structuring 2011 Meetings for Maximum Effectiveness

Tactical Asset Allocation and Market Timing: What's the Difference?

A Bold Forecast for Consumer Spending

Volume 5, Issue 3 - January 18, 2011

Rumble in the (Concrete) Jungle

Letters to the Editor

Build Loyalty through Annual Client Reviews: Four Questions All Advisors Must Ask Their Clients

Working Smart v. Working Hard: Your Most Important Resolution for 2011

Marketing Ideas I've Learned from My Clients

Jeffrey Gundlach: The Greatest Investment Opportunity of 2011 and 2012

Richard Bernstein: The Antidote to Pessimism

Refuting Meredith Whitney

Volume 5, Issue 4 - January 25, 2011

Advisor Perspectives Announces First Venerated Voices Awards

Go for the Long Bond: Technical Indicators are Positive

Demand Transparency in an Opaque Mutual Fund World

How Emotions Undermine Your Investing Decisions - Video

How Emotions Undermine Your Investing Decisions

Ten Resolutions for Greater Prosperity in 'The Year of the Fiduciary'

Separating Prospects from Suspects

Beyond the Efficient Market Hypothesis

Should Advisors Care about Short-Term Volatility?

The Case for a Retirement Plan

The Power of Dividends

Volume 5, Issue 5 - February 1, 2011

Letter to the Editor

Why Public Funding of Venture Capital Has Failed - Video

Why Public Funding of Venture Capital Has Failed

Rubbing One's Smell on the Project

Stop Using Outlook for Email Marketing

Four Ways to Get Prospects Off the Fence in 2011

The Inflation the Fed Fears Most

Can Economics Save the Economy?

Volume 5, Issue 6 - February 8, 2011

Letter to the Editor - John Hussman Responds

Be a Problem Setter, not a Problem Solver

The Downside to Venture Investing - Video

The Downside to Venture Investing (like Facebook?)

The Key Ingredient to Effective Communication

Undoing Meredith Whitney's Damage

Optimizing Your Fixed Income Allocation

Volume 5, Issue 7 - February 15, 2011

Journey to the Center of the Average

David Laibson on the Hidden Challenges of Aging Clients - Videos

David Laibson on the Hidden Challenges of Aging Clients

The Stuxnet Paradigm

When Clients Make You Livid

Assessing New Tools to Protect Against Tail-Risk Events

Toward an Understanding of Risk

Volume 5, Issue 8 - February 22, 2011

Winning New Business, Growing Your Firm

John Campbell on the Proposed Squam Lake Reforms - Video

John Campbell on the Proposed Squam Lake Reforms

Are You Ready to Lose Control?

Stop Wasting Time and Money on Client Communication

Toward an Understanding of Risk - Part 2

Bruce Berkowitz on the Exceptional Value in the Financial Sector

Volume 5, Issue 9 - March 1, 2011

The Real Flaws ? A response to 'Understanding Variable Annuities with GMWBs'

Understanding Variable Annuities with GMWBs

Simon Johnson on the Unconscionable Risks We Face - Video

Simon Johnson on the Unconscionable Risks We Face

Spring Cleaning for Your Website

Women?s Views of Wealth and the Planning Process

Subsuming the Efficient Market Hypothesis

Eight Key Lessons from an Oscar Winner

Income Solutions for the New Normal

Volume 5, Issue 10 - March 8, 2011

Letters to the Editor and a Final Thought on VAs with GMWBs

The Sweet Spot

When Alzheimer?s Strikes: Five Ways to Respond

The Clued-in, the Clueless, the Oblivious and the Conflicted

Five Strategies for Older Clients

Ed Hyman: The Key Threat to Economy Recovery

Volume 5, Issue 11 - March 15, 2011

Love Means Always Having to Say You're Sorry

How to Get the Best Photo for Your Web Site

Nailing the Invisible Interview

Margin Shrinkage - It Can Happen to You

Running on Empty

Nine Words that Saved $600,000

Mason Hawkins and Staley Cates on Today?s Opportunities for Value Investors

Volume 5, Issue 12 - March 22, 2011

Dividend Dynamics: Assessing the Five Key Benefits of Dividend-Paying Stocks

Your Most Critical 30 Minutes this Month

Japan Update

No Shortcuts to Greatness

Statistical Insights into Everyday Problems

What Investors Should Fear in the Permanent Portfolio

Gundlach Sets the Record Straight

Consensus: Groundhog Decade for Stocks

Volume 5, Issue 13 - March 29, 2011

Fiduciary Focus: What You Know About the New Fee Disclosure Rule Under ERISA

Letter to the Editor

Are Financial Stocks Value or Growth?

Change Isn't So Hard

A Call That Will Blow Clients Away

Inflation versus Deflation: Two Experts Disagree

Is There More Room for Growth in US Equities?

GMO's Market Outlook: 'Disappointingly Overvalued'

Volume 5, Issue 14 - April 5, 2011

Letters to the Editor: GMWBs and the Permanent Portfolio

The Future of Investment Manager Due Diligence (and a Look Back at Q1 Performance)

Four Ways to Position Yourself as an Expert

A Trading System that Disproves Efficient Markets

Two Critical Lessons from Japan An End-of-Quarter Letter to Clients

Fiduciary Focus: The New 408(b)(2) Fee Disclosure Rule Under ERISA

Is Alpha Dead?

More Muni Market Myth-Busting

A Close Look at the PIMCO-Met Life Retirement Strategy A Marriage Made in Investment Heaven?

Volume 5, Issue 15 - April 12, 2011

Letter to the Editor

The Keys to Successful Client Appreciation Events

Dumb, Dumber and Dumbest

What Facebook's New Features Mean for your Business

Been Down So Long It Looks Like Up To Me

Seven Ways to Communicate with Confidence

A Top Value Manager Looks Outside the US

Ten Trends that will Reshape the Fund Industry

Volume 5, Issue 16 - April 19, 2011

Blinded by the Light (of Data)

Letter to the Editor

Two More Changes to Facebook

Four Ways to Make Recommendations Stick

Managing Exposure to Extreme Markets

Gundlach: Treasuries will Rally When QE2 Ends

Volume 5, Issue 17 - April 26, 2011

When is a Fiduciary not a Fiduciary?

How to Take Advantage of the CFP Awareness Campaign

Long-term Failure with Short-term Bonds

A Unique Way to Engage Key Clients

Ethics Among Thieves

Why Mid-Cap?

Why Demographics will Drive Global Growth

Cerulli Survey Results: Advisor Use of Tactical Allocation

Volume 5, Issue 18 - April 28, 2011

Venerated Voices? Update for the First Quarter of 2011

Volume 5, Issue 19 - May 3, 2011

My Breakfast with Dave

The Tension between Belief and Permission

When to Bring up Referrals

P/E: Future on the Horizon

Martin Barnes - How Safe is the Equity Market?

Gary Shilling - Five Things that can Derail the Recovery

Volume 5, Issue 20 - May 10, 2011

Howard Marks on the Human Side of Investing-Q & A

Something's Fishy in the Russell Rebalancing

When You Can?t Say It Nicely ? But It Still Needs To Be Said

What Return can we Expect from Stocks?

Lessons from the Farm

Red Flags for Advisors - Communication Gaps with Affluent Clients

Housing Outlook: Where Do We Go From Here?

Inflation Field Manual: A Guide for a Changing World

Howard Marks on the Human Side of Investing

Volume 5, Issue 21 - May 17, 2011

Letter to the Editor

Improving on Buy and Hold: An Initial Sell Signal

Your Top Priority Should Be Your Top Priority

The Smooth Illusion

Four Steps to a Top-Performing Team

Pippa Malmgren on Inflation and its Geopolitical Impact

Dylan Grice on Japan's Coming Hyperinflation

Volume 5, Issue 22 - May 24, 2011

Ownership in an Operating Business

Talking a Jumper off the Ledge

Stop Making 'House Calls'

A Washington Forecast for Advisors and Investors

A Sentence that Tripled Referrals

The WikiLeaks of the Economics Profession

Robert Shiller: I'm Betting the Farm

How to Build a Low-Risk High-Income Portfolio

Volume 5, Issue 23 - May 31, 2011

Our Four-Year Anniversary

Hedging In an Inflationary World

Letter to the Editor On the Wikileaks of the Economics Profession

Letter to the Editor On Absolute Return, Market Neutral and Long-Short Funds

Letter to the Editor ? Challenging Dave Rosenberg

Bookstaber on the Limits of Capitalism

Doubling the Turnout to Client Events

Fantasy-world Returns for Equity Indexed Annuities

Volume 5, Issue 24 - June 7, 2011

How to Waste Time Effectively

Letters to the Editor - Our Four-Year Anniversary

Letters to the Editor - On the WikiLeaks of the Economics Profession

Letters to the Editor - Equity-Indexed Annuities

Bathrooms, Speed Limits and Other Investment Artifacts

Improving on Buy and Hold: When is the Best Time to Sell

Why Jim Rogers is Bullish on Gold (Video)

Why Jim Rogers is Bullish on Gold

The Best Way to Start a Client Meeting

New Challenges for the Endowment Model

Volume 5, Issue 25 - June 10, 2011

Advisor Perspectives Acquires dshort.com

Why Bill Gross Doesn?t Like Stocks (or Treasury Bonds)

Volume 5, Issue 26 - June 14, 2011

Letter to the Editor - Equity-Indexed Annuities, et al.

Fall Marketing Starts Today

Who's Afraid of the Big Bad Debt?

A Cautionary Tale from the World's Most Influential Economist - Video

A Cautionary Tale from the World's Most Influential Economist

A Proven Path to Business Breakthroughs

The Consequences of Policy Failure

What Fama and French?s Latest Research Doesn?t Tell Us

Bruce Berkowitz - Ignoring the Crowd on Financials

Volume 5, Issue 27 - June 21, 2011

Letters to the Editor - Equity-Indexed Annuities

Understanding the Risk in Discounted Municipal Bonds

Women Want to Leave a Legacy

The Toughest Question from Clients And How to Answer It

The Greek Comedy

Challenging Conventions: Natural Resource Equities vs. Commodities

Investing Based on Jeremy Grantham's Forecast for Diminishing Resources

Volume 5, Issue 28 - June 28, 2011

Letter to the Editor: Equity-Indexed Annuities

Where are Long Bond Yields Heading? The Bond Value Ratio as a Predictor of Future Yields

Six Crucial Tips for Presenting with Confidence

The Diversified Portfolio Index

Reducing Risk through Value-Oriented Tactical Strategies

How to Get in Front of High-net Worth Prospects

Smart Risk Taking: Realigning Client Portfolios with Their Long-Term Goals

What Happens If You Outlive Your Safe Withdrawal Rate Time Horizon?

The End of QE2: What Does It Mean for Investors?

An Important Challenge to ?Stocks for the Long Run?

Volume 5, Issue 29 - July 5, 2011

Three Steps to a Better Web Design

Momentum Investing Can Achieve Market-Beating Returns

Fox in the Henhouse

The Chinese Black Swan

A Million Dollar Meeting Gone Wrong - A Lost Prospect Tells All

Essential Summer Reading - Desperate Households and More

No More Stupid Forecasts!

Volume 5, Issue 30 - July 12, 2011

Letter to the Editor

Unexpecting the Expected

Second Quarter Preserves First Quarter Market Gains: We're Still Above Water and Treading

Profiting from the Steep Yield Curve

The Titanic Has Sailed

The Real Story behind Bond Yields

An End-of-Quarter Letter to Clients

Inflation Field Manual: A Guide for a Changing World

Harold Evensky on the New Rules for Wealth Management

Volume 5, Issue 31 - July 19, 2011

You and the Internet, Part II - Places to Go, People to See

Trust as a Management Tool

Should You Use Google+?

Retirement Planning and Worst-Case Scenarios

Getting Prospects to Return Voice Mails

A New Approach for Forecasting Market Returns

Sorting Out the Annuity Puzzle

Gundlach: A Debt Ceiling Impasse Could Drive Rates Lower

Volume 5, Issue 32 - July 26, 2011

Letters to the Editor

Jeremy Siegel - Why I Changed My Mind about Index Funds (Video)

Jeremy Siegel - Why I Changed My Mind about Index Funds

Income Opportunities in Municipal Bonds and Stocks

Ten Minutes to Much More Effective Client Meetings

Investing with a View of Significant Inflation

Comfort is Rarely Rewarded; Maverick Risk and False Benchmarks

Volume 5, Issue 33 - August 2, 2011

Survey Results: Advisor Use of 529 Plans

Hitting a Moving Target: Matching Portfolio Risk to Client Expectations

Does Citigroup's Panic/Euphoria Model Work?

Solving the REAL Debt Crisis

Seven Implications for the Coming Retirement Revolution

A Winning Endgame

Improving on the Ultimate Income Portfolio

Volume 5, Issue 34 - August 9, 2011

A New Retirement Management Profession is Emerging

Letters to the Editor

Communicating to Clients during Turbulent Times

How Conservative Investing Threatens Retirement

Can American Become Greece?

America's Tarnished Credit Rating

Does Government Intervention in Financial Markets Slow Economic Growth?

Debunking Four Common Target-Date Fund Misconceptions

New Insights on the Role of Alternative Investments in High-Net-Worth Portfolios

Volume 5, Issue 35 - August 16, 2011

Letter to the Editor

How Doing a Perfect Job Can Drive Clients Away

Tapping into 'The Power of Three'

A Commentary on the Correction

Matt Ridley Makes a Case for Optimism

Gundlach - 'The Cusp of a Global Banking Panic'

Volume 5, Issue 36 - August 23, 2011

Letters to the Editor

What You Don't Know About Stock Photos Can Hurt You

A Fundamental Investment Strategy for Today's Environment

A Cautionary Note to my Fellow Gold Bugs

Why Investors are 'Mad as Hell' ? And what you can do about it

Strategies for a Rising Rate Environment

The Simplest, Safest Withdrawal Strategy

Volume 5, Issue 37 - August 30, 2011

Errata and Letters to the Editor

Seeking Beta in the Bond Market: Sell Long Bonds

The Case for Active Management in a Volatile Market

Borking the Budget

Scenarios for a Stock Market Bottom

What to Tell Clients Today - Ten Tips for Effective Client Communication

Why High-Yield Bonds Make Sense Today

Volume 5, Issue 38 - September 6, 2011

I'll Tell You When to Start Leading

How Advisors can Improve Client Returns

A Buying Opportunity for Retail Municipal Bond Investors

No Way Out

Five Strategies for a Sideways Market

Predictably Incorrect

Time-Tested Investment Strategies for the Long Term

Byron Wien Reflects on His List of Surprises

Volume 5, Issue 39 - September 13, 2011

$20 Million Saved is $20 Million Not Earned

A Response to 'A Winning Endgame'

Warren Buffett's Advice on Effective Client Meetings

The Risks of Exchange-Traded Products

An Uncritical Glorification of Hedge Funds

The Handicap of Experienced Investors

Volume 5, Issue 40 - September 20, 2011

Letter to the Editor

Own Your Brand

The Irrational Optimist

A Simple Email ? Today's Best Prospecting Strategy

The Power of Dividends ? And What They Say About Future Returns

Counterparty Risk in Large Total-Return Funds

Volume 5, Issue 41 - September 27, 2011

Errata and Letter to the Editor

Top 10 Websites for Financial Advisors

Do Low Correlations Favor Active Managers?

When Greece Defaults

A Buying Opportunity in Investment-Grade Corporate Bonds

New Research on Attracting HNW Clients

Reexamining Bill Gross' Decision to Sell Treasury Bonds

Volume 5, Issue 42 - October 4, 2011

The Adjusted Gold/XAU Ratio as an Indicator of Forward Returns for Gold Stocks

Moneyball Investing

Two Minutes that Cost a Client

The Energy Expert You Shouldn?t Trust

Jeffrey Gundlach: Preparing for the Coming Crisis

Value Investing Lessons from Moneyball

Volume 5, Issue 43 - October 11, 2011

Letters to the Editor

Market See-Saw Brings Us Back to April 2010 Double-Digit Third Quarter Losses Erase Previous Gains

The Global ?Old Normal?

A Q3 Client Letter Drawing on Buffett?s Optimism 'The U.S. is coming back now' - and why three inves

Managed Futures are not a New Asset Class

Improving on Morningstar Style Boxes

Thomas Friedman's View of the Future of the US

The European Debt Crisis: Our Perspective

A Critical Look at Obama?s Economic Team

Volume 5, Issue 44 - October 18, 2011

Letter to the Editor

A Response to Improving on Morningstar Style Boxes

An Insect's Guide to an Upbeat Market

Focusing on Relationships is a Mistake: Harvard Business School

How to Fix Our Dysfunctional Tax Code

Dan Fuss on the Liquidity Problem in the Bond Market

Bob Doll: Why the US is Positioned Strongly

Gundlach: Markets Aren?t Cheap Enough Yet

Volume 5, Issue 45 - October 25, 2011

Residential Housing: The Problem and the Solution

Miccolis, Bengen and Evensky on the New Challenges in Portfolio Construction

How to Create Presentations for an iPad

How a Trivial Oversight Created a Big Problem

On Market Timing and Whiskey

The Questions You Should Ask about PIMCO?s Total Return Fund

A Jeopardy Champion and our Economic Future

Volume 5, Issue 46 - November 1, 2011

Why Invest?

What, Me Worry?

Regulatory Armageddon

Five Tips from Accountants on How to Get Referrals

The Questions to Ask about Non-Traded REITs

A Better Way to do Financial Planning

The Danger in European Stocks

The Small Cap Falsehood

Volume 5, Issue 47 - November 8, 2011

Letter to the Editor

Is One Better than Three?

A Unique Way to Help Clients Close the Retirement Gap

Politics, Taxes and the Markets

An International Perspective on Safe Withdrawal Rates

Bill Gross' Revised Paradigm: The New Normal Minus

Volume 5, Issue 48 - November 15, 2011

Turning Threats into Opportunities

Are Gold Prices Correlated to the Real Federal Funds Rate?

The Problem with Many Performance Charts

It's All Greek to Me

A Strategy with a 25-year Record of 25% Returns

What Clients can Learn from the Four Worst Market Calls Ever

Minimize Relationships at Your Peril: A Response to Dan Richards

Michael Aronstein on Today's Key Macro Trends

Are TIPS Really Safe and Worry-Free?

Volume 5, Issue 49 - November 22, 2011

Transforming (not Overcoming) Objections

A Bond-Based Financial Planning Framework

Three Steps for Effective Client Meetings

Investment Trends in the Financial Advisory Profession

Morningstar?s Attempt to Predict Performance

Krugman versus Summers ? Will the US mirror Japan?

Volume 5, Issue 50 - November 29, 2011

More Focus on Fixed Income After the Rollercoaster

Letters to the Editor - Krugman, Summers and Morningstar Ratings

Sometimes We Lose Perspective

The Investment Case for Israel

The Best Way to End Client Meetings

Do You Really Understand Rates of Return? Using them to look backward - and forward

The Volatility Trap: Why Staying the Course Makes Sense

Jeremy Siegel on Why Stocks are 'Extremely Attractive'

Volume 5, Issue 51 - December 6, 2011

Small-Cap ETFs: Tail or Dog?

The Quality Conundrum

Two Simple Questions to Motivate Your Assistant

The Unspoken Truth about Hedge Funds

Why Shiller and Soros May Be Wrong about Farmland Investing

Volume 5, Issue 52 - December 13, 2011

Letter to the Editor

Improving on Buy and Hold: A Buy Signal

Can this be Serious?

Harnessing the Power of Momentum

Has Financial Planning Made Itself Appealing Only To Risk Takers?

Five Steps to Succeed in the Retirement Market

Did Congress Cash In on Insider Stock Trading?

GLWBs: Retiree Protection or Money Illusion?

Volume 5, Issue 53 - December 20, 2011

Letters to the Editor

Expectations Creep

Wall Street Journal: Three Words of Advice for Million-Dollar Producers

Dennis Gartman Explains His Call on Gold

Do-It-Yourself Equity-Indexed Annuities

Gundlach on the Key Threat to Global Economies

Volume 5, Issue 54 - December 27, 2011

The Ten Best Articles You Probably Missed

The Ten Most-Read Articles in 2011

Vitaliy Katsenelson on Krugman?s Missed Call

Seven Critical Words to Share with Top Clients

Letters to the Editor



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