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

Articles 2011


Volume 5, Issue 54 - December 27, 2011

Seven Critical Words to Share with Top Clients

Vitaliy Katsenelson on Krugman?s Missed Call

The Ten Most-Read Articles in 2011

The Ten Best Articles You Probably Missed

Letters to the Editor

Volume 5, Issue 53 - December 20, 2011

Expectations Creep

Gundlach on the Key Threat to Global Economies

Do-It-Yourself Equity-Indexed Annuities

Dennis Gartman Explains His Call on Gold

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

Letters to the Editor

Volume 5, Issue 52 - December 13, 2011

GLWBs: Retiree Protection or Money Illusion?

Did Congress Cash In on Insider Stock Trading?

Five Steps to Succeed in the Retirement Market

Has Financial Planning Made Itself Appealing Only To Risk Takers?

Harnessing the Power of Momentum

Can this be Serious?

Improving on Buy and Hold: A Buy Signal

Letter to the Editor

Volume 5, Issue 51 - December 6, 2011

The Unspoken Truth about Hedge Funds

Two Simple Questions to Motivate Your Assistant

The Quality Conundrum

Small-Cap ETFs: Tail or Dog?

Why Shiller and Soros May Be Wrong about Farmland Investing

Volume 5, Issue 50 - November 29, 2011

Jeremy Siegel on Why Stocks are 'Extremely Attractive'

The Volatility Trap: Why Staying the Course Makes Sense

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

The Best Way to End Client Meetings

The Investment Case for Israel

Sometimes We Lose Perspective

Letters to the Editor - Krugman, Summers and Morningstar Ratings

More Focus on Fixed Income After the Rollercoaster

Volume 5, Issue 49 - November 22, 2011

Krugman versus Summers ? Will the US mirror Japan?

Morningstar?s Attempt to Predict Performance

Investment Trends in the Financial Advisory Profession

Three Steps for Effective Client Meetings

A Bond-Based Financial Planning Framework

Transforming (not Overcoming) Objections

Volume 5, Issue 48 - November 15, 2011

Are TIPS Really Safe and Worry-Free?

Michael Aronstein on Today's Key Macro Trends

Minimize Relationships at Your Peril: A Response to Dan Richards

What Clients can Learn from the Four Worst Market Calls Ever

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

It's All Greek to Me

The Problem with Many Performance Charts

Are Gold Prices Correlated to the Real Federal Funds Rate?

Turning Threats into Opportunities

Volume 5, Issue 47 - November 8, 2011

Bill Gross' Revised Paradigm: The New Normal Minus

An International Perspective on Safe Withdrawal Rates

Politics, Taxes and the Markets

A Unique Way to Help Clients Close the Retirement Gap

Is One Better than Three?

Letter to the Editor

Volume 5, Issue 46 - November 1, 2011

The Small Cap Falsehood

The Danger in European Stocks

A Better Way to do Financial Planning

The Questions to Ask about Non-Traded REITs

Five Tips from Accountants on How to Get Referrals

Regulatory Armageddon

What, Me Worry?

Why Invest?

Volume 5, Issue 45 - October 25, 2011

A Jeopardy Champion and our Economic Future

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

On Market Timing and Whiskey

How a Trivial Oversight Created a Big Problem

How to Create Presentations for an iPad

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

Residential Housing: The Problem and the Solution

Volume 5, Issue 44 - October 18, 2011

Gundlach: Markets Aren?t Cheap Enough Yet

Bob Doll: Why the US is Positioned Strongly

Dan Fuss on the Liquidity Problem in the Bond Market

How to Fix Our Dysfunctional Tax Code

Focusing on Relationships is a Mistake: Harvard Business School

An Insect's Guide to an Upbeat Market

A Response to Improving on Morningstar Style Boxes

Letter to the Editor

Volume 5, Issue 43 - October 11, 2011

A Critical Look at Obama?s Economic Team

The European Debt Crisis: Our Perspective

Thomas Friedman's View of the Future of the US

Improving on Morningstar Style Boxes

Managed Futures are not a New Asset Class

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

The Global ?Old Normal?

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

Letters to the Editor

Volume 5, Issue 42 - October 4, 2011

Value Investing Lessons from Moneyball

Jeffrey Gundlach: Preparing for the Coming Crisis

The Energy Expert You Shouldn?t Trust

Two Minutes that Cost a Client

Moneyball Investing

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

Volume 5, Issue 41 - September 27, 2011

Reexamining Bill Gross' Decision to Sell Treasury Bonds

New Research on Attracting HNW Clients

A Buying Opportunity in Investment-Grade Corporate Bonds

When Greece Defaults

Do Low Correlations Favor Active Managers?

Top 10 Websites for Financial Advisors

Errata and Letter to the Editor

Volume 5, Issue 40 - September 20, 2011

Counterparty Risk in Large Total-Return Funds

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

A Simple Email ? Today's Best Prospecting Strategy

The Irrational Optimist

Own Your Brand

Letter to the Editor

Volume 5, Issue 39 - September 13, 2011

The Handicap of Experienced Investors

An Uncritical Glorification of Hedge Funds

The Risks of Exchange-Traded Products

Warren Buffett's Advice on Effective Client Meetings

A Response to 'A Winning Endgame'

$20 Million Saved is $20 Million Not Earned

Volume 5, Issue 38 - September 6, 2011

Byron Wien Reflects on His List of Surprises

Time-Tested Investment Strategies for the Long Term

Predictably Incorrect

Five Strategies for a Sideways Market

No Way Out

A Buying Opportunity for Retail Municipal Bond Investors

How Advisors can Improve Client Returns

I'll Tell You When to Start Leading

Volume 5, Issue 37 - August 30, 2011

Why High-Yield Bonds Make Sense Today

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

Scenarios for a Stock Market Bottom

Borking the Budget

The Case for Active Management in a Volatile Market

Seeking Beta in the Bond Market: Sell Long Bonds

Errata and Letters to the Editor

Volume 5, Issue 36 - August 23, 2011

The Simplest, Safest Withdrawal Strategy

Strategies for a Rising Rate Environment

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

A Cautionary Note to my Fellow Gold Bugs

A Fundamental Investment Strategy for Today's Environment

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

Letters to the Editor

Volume 5, Issue 35 - August 16, 2011

Gundlach - 'The Cusp of a Global Banking Panic'

Matt Ridley Makes a Case for Optimism

A Commentary on the Correction

Tapping into 'The Power of Three'

How Doing a Perfect Job Can Drive Clients Away

Letter to the Editor

Volume 5, Issue 34 - August 9, 2011

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

Debunking Four Common Target-Date Fund Misconceptions

Does Government Intervention in Financial Markets Slow Economic Growth?

America's Tarnished Credit Rating

Can American Become Greece?

How Conservative Investing Threatens Retirement

Communicating to Clients during Turbulent Times

Letters to the Editor

A New Retirement Management Profession is Emerging

Volume 5, Issue 33 - August 2, 2011

Improving on the Ultimate Income Portfolio

A Winning Endgame

Seven Implications for the Coming Retirement Revolution

Solving the REAL Debt Crisis

Hitting a Moving Target: Matching Portfolio Risk to Client Expectations

Does Citigroup's Panic/Euphoria Model Work?

Survey Results: Advisor Use of 529 Plans

Volume 5, Issue 32 - July 26, 2011

Comfort is Rarely Rewarded; Maverick Risk and False Benchmarks

Investing with a View of Significant Inflation

Ten Minutes to Much More Effective Client Meetings

Income Opportunities in Municipal Bonds and Stocks

Jeremy Siegel - Why I Changed My Mind about Index Funds

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

Letters to the Editor

Volume 5, Issue 31 - July 19, 2011

Gundlach: A Debt Ceiling Impasse Could Drive Rates Lower

Sorting Out the Annuity Puzzle

A New Approach for Forecasting Market Returns

Getting Prospects to Return Voice Mails

Retirement Planning and Worst-Case Scenarios

Should You Use Google+?

Trust as a Management Tool

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

Volume 5, Issue 30 - July 12, 2011

Harold Evensky on the New Rules for Wealth Management

Inflation Field Manual: A Guide for a Changing World

An End-of-Quarter Letter to Clients

The Real Story behind Bond Yields

The Titanic Has Sailed

Profiting from the Steep Yield Curve

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

Unexpecting the Expected

Letter to the Editor

Volume 5, Issue 29 - July 5, 2011

No More Stupid Forecasts!

Essential Summer Reading - Desperate Households and More

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

The Chinese Black Swan

Fox in the Henhouse

Momentum Investing Can Achieve Market-Beating Returns

Three Steps to a Better Web Design

Volume 5, Issue 28 - June 28, 2011

An Important Challenge to ?Stocks for the Long Run?

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

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

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

How to Get in Front of High-net Worth Prospects

Reducing Risk through Value-Oriented Tactical Strategies

The Diversified Portfolio Index

Six Crucial Tips for Presenting with Confidence

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

Letter to the Editor: Equity-Indexed Annuities

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 26 - June 14, 2011

Bruce Berkowitz - Ignoring the Crowd on Financials

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

The Consequences of Policy Failure

A Proven Path to Business Breakthroughs

A Cautionary Tale from the World's Most Influential Economist

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

Who's Afraid of the Big Bad Debt?

Fall Marketing Starts Today

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

Volume 5, Issue 25 - June 10, 2011

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

Advisor Perspectives Acquires dshort.com

Volume 5, Issue 24 - June 7, 2011

New Challenges for the Endowment Model

The Best Way to Start a Client Meeting

Why Jim Rogers is Bullish on Gold

Why Jim Rogers is Bullish on Gold (Video)

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

Bathrooms, Speed Limits and Other Investment Artifacts

Letters to the Editor - Equity-Indexed Annuities

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

Letters to the Editor - Our Four-Year Anniversary

How to Waste Time Effectively

Volume 5, Issue 23 - May 31, 2011

Fantasy-world Returns for Equity Indexed Annuities

Doubling the Turnout to Client Events

Bookstaber on the Limits of Capitalism

Letter to the Editor ? Challenging Dave Rosenberg

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

Letter to the Editor On the Wikileaks of the Economics Profession

Hedging In an Inflationary World

Our Four-Year Anniversary

Volume 5, Issue 22 - May 24, 2011

How to Build a Low-Risk High-Income Portfolio

Robert Shiller: I'm Betting the Farm

The WikiLeaks of the Economics Profession

A Sentence that Tripled Referrals

A Washington Forecast for Advisors and Investors

Stop Making 'House Calls'

Talking a Jumper off the Ledge

Ownership in an Operating Business

Volume 5, Issue 21 - May 17, 2011

Dylan Grice on Japan's Coming Hyperinflation

Pippa Malmgren on Inflation and its Geopolitical Impact

Four Steps to a Top-Performing Team

The Smooth Illusion

Your Top Priority Should Be Your Top Priority

Improving on Buy and Hold: An Initial Sell Signal

Letter to the Editor

Volume 5, Issue 20 - May 10, 2011

Howard Marks on the Human Side of Investing

Inflation Field Manual: A Guide for a Changing World

Housing Outlook: Where Do We Go From Here?

Red Flags for Advisors - Communication Gaps with Affluent Clients

Lessons from the Farm

What Return can we Expect from Stocks?

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

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

Something's Fishy in the Russell Rebalancing

Volume 5, Issue 19 - May 3, 2011

My Breakfast with Dave

Gary Shilling - Five Things that can Derail the Recovery

Martin Barnes - How Safe is the Equity Market?

P/E: Future on the Horizon

When to Bring up Referrals

The Tension between Belief and Permission

Volume 5, Issue 18 - April 28, 2011

Venerated Voices? Update for the First Quarter of 2011

Volume 5, Issue 17 - April 26, 2011

Why Demographics will Drive Global Growth

Why Mid-Cap?

Ethics Among Thieves

A Unique Way to Engage Key Clients

Long-term Failure with Short-term Bonds

How to Take Advantage of the CFP Awareness Campaign

When is a Fiduciary not a Fiduciary?

Cerulli Survey Results: Advisor Use of Tactical Allocation

Volume 5, Issue 16 - April 19, 2011

Gundlach: Treasuries will Rally When QE2 Ends

Managing Exposure to Extreme Markets

Four Ways to Make Recommendations Stick

Two More Changes to Facebook

Letter to the Editor

Blinded by the Light (of Data)

Volume 5, Issue 15 - April 12, 2011

Ten Trends that will Reshape the Fund Industry

A Top Value Manager Looks Outside the US

Seven Ways to Communicate with Confidence

Been Down So Long It Looks Like Up To Me

What Facebook's New Features Mean for your Business

Dumb, Dumber and Dumbest

The Keys to Successful Client Appreciation Events

Letter to the Editor

Volume 5, Issue 14 - April 5, 2011

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

More Muni Market Myth-Busting

Is Alpha Dead?

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

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

A Trading System that Disproves Efficient Markets

Four Ways to Position Yourself as an Expert

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

Letters to the Editor: GMWBs and the Permanent Portfolio

Volume 5, Issue 13 - March 29, 2011

GMO's Market Outlook: 'Disappointingly Overvalued'

Is There More Room for Growth in US Equities?

Inflation versus Deflation: Two Experts Disagree

A Call That Will Blow Clients Away

Change Isn't So Hard

Are Financial Stocks Value or Growth?

Letter to the Editor

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

Volume 5, Issue 12 - March 22, 2011

Consensus: Groundhog Decade for Stocks

Gundlach Sets the Record Straight

What Investors Should Fear in the Permanent Portfolio

Statistical Insights into Everyday Problems

No Shortcuts to Greatness

Japan Update

Your Most Critical 30 Minutes this Month

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

Volume 5, Issue 11 - March 15, 2011

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

Nine Words that Saved $600,000

Running on Empty

Margin Shrinkage - It Can Happen to You

Nailing the Invisible Interview

How to Get the Best Photo for Your Web Site

Love Means Always Having to Say You're Sorry

Volume 5, Issue 10 - March 8, 2011

Five Strategies for Older Clients

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

When Alzheimer?s Strikes: Five Ways to Respond

The Sweet Spot

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

Ed Hyman: The Key Threat to Economy Recovery

Volume 5, Issue 9 - March 1, 2011

Income Solutions for the New Normal

Eight Key Lessons from an Oscar Winner

Subsuming the Efficient Market Hypothesis

Women?s Views of Wealth and the Planning Process

Spring Cleaning for Your Website

Simon Johnson on the Unconscionable Risks We Face

Simon Johnson on the Unconscionable Risks We Face - Video

Understanding Variable Annuities with GMWBs

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

Volume 5, Issue 8 - February 22, 2011

Bruce Berkowitz on the Exceptional Value in the Financial Sector

Toward an Understanding of Risk - Part 2

Stop Wasting Time and Money on Client Communication

Are You Ready to Lose Control?

John Campbell on the Proposed Squam Lake Reforms

John Campbell on the Proposed Squam Lake Reforms - Video

Winning New Business, Growing Your Firm

Volume 5, Issue 7 - February 15, 2011

Toward an Understanding of Risk

Assessing New Tools to Protect Against Tail-Risk Events

When Clients Make You Livid

The Stuxnet Paradigm

David Laibson on the Hidden Challenges of Aging Clients

David Laibson on the Hidden Challenges of Aging Clients - Videos

Journey to the Center of the Average

Volume 5, Issue 6 - February 8, 2011

Optimizing Your Fixed Income Allocation

Undoing Meredith Whitney's Damage

The Key Ingredient to Effective Communication

The Downside to Venture Investing (like Facebook?)

The Downside to Venture Investing - Video

Be a Problem Setter, not a Problem Solver

Letter to the Editor - John Hussman Responds

Volume 5, Issue 5 - February 1, 2011

Can Economics Save the Economy?

The Inflation the Fed Fears Most

Four Ways to Get Prospects Off the Fence in 2011

Stop Using Outlook for Email Marketing

Rubbing One's Smell on the Project

Why Public Funding of Venture Capital Has Failed

Why Public Funding of Venture Capital Has Failed - Video

Letter to the Editor

Volume 5, Issue 4 - January 25, 2011

The Power of Dividends

The Case for a Retirement Plan

Should Advisors Care about Short-Term Volatility?

Beyond the Efficient Market Hypothesis

Separating Prospects from Suspects

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

How Emotions Undermine Your Investing Decisions

How Emotions Undermine Your Investing Decisions - Video

Demand Transparency in an Opaque Mutual Fund World

Go for the Long Bond: Technical Indicators are Positive

Advisor Perspectives Announces First Venerated Voices Awards

Volume 5, Issue 3 - January 18, 2011

Rumble in the (Concrete) Jungle

Refuting Meredith Whitney

Richard Bernstein: The Antidote to Pessimism

Jeffrey Gundlach: The Greatest Investment Opportunity of 2011 and 2012

Marketing Ideas I've Learned from My Clients

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

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

Letters to the Editor

Volume 5, Issue 2 - January 11, 2011

A Bold Forecast for Consumer Spending

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

Structuring 2011 Meetings for Maximum Effectiveness

What's Past is Prologue

The Two Elephants Facing the US Economy

The Key to Scaling Your Practice

Managing People Who Are Already Motivated

2010: A Truth Odyssey

Letter to the Editor

Volume 5, Issue 1 - January 4, 2011

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

The Coming Decade of Sideways Markets

Five Ways to Shape Up Your Marketing in 2011

The Wondrous Value of Incompetence

Improving on Buy and Hold: Update December 31, 2010

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

Letters to the Editor

Building a Better Income Portfolio



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