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

Articles 2012


Volume 6, Issue 56 - December 27, 2012

The Best Investment-Related Quotes

The Ten Best Articles You Probably Missed

The Ten Most-Read Articles in 2012

Volume 6, Issue 55 - December 26, 2012

Gundlach's High-Conviction Investment Idea

Putting Clients' Cash to Work

Lessons from the Downfall of Lance Armstrong

How to Develop Unsinkable Conviction

Managing Client Interpersonal Dynamics

The Ten Key Benefits of Investment Committees

Volume 6, Issue 54 - December 18, 2012

Jeremy Siegel on 'Dow 15,000'

Pulling Back the Lens in Emerging Markets

How an Advisor Turned 20 Minutes into $2 million

Comparing Long-Term Care Alternatives

Better Angels

The Case for Conservative Optimism

Should Your Firm Write its Own Marketing Copy?

Three Takeaways from the Fed

Volume 6, Issue 53 - December 11, 2012

Luck versus Skill in Investing: New Insights from the World of Sports and Beyond

Shared Sacrifice

Loomis Sayles' Matt Eagan on the Macro and Fixed Income Outlook

The Next Generation of Income Guarantee Riders: Part 3 (The Income Phase)

The Most Memorable Client Thank You Ever

Fine Wine - Why it's for More than Just Drinking

Dealing with Lazy Employees

Letters to the Editor

Stocks Still Undervalued Despite Sluggish Economy

Volume 6, Issue 52 - December 4, 2012

Nate Silver's Message for Financial Advisors

The Big Picture

How to Turn Acquaintances into Clients

Cliff Diving

Is It Time for Your Logo (Re)Design?

What to Give Clients for the Holidays

Letters to the Editor

Surprising Choices in the Search for Safety Near-Certain Loss of Purchasing Power versus Short-Term

Volume 6, Issue 51 - November 27, 2012

A Critique of Grantham and Gordon: The Prospects for Long-term Growth

Over the Cliff: Alan Simpson and Erskine Bowles on the Looming Deficit Crises

Ten (Near?) Certainties to Invest Around

Accidentally Landing a $3 Million Client

The Superiority of Dividends: A Comparison of Value Strategies

Dealing with a Ruthless Competitor

Letters to the Editor

Volume 6, Issue 50 - November 20, 2012

President Obama?s Re-Election and the Impact on the U.S. Economy

Are Inflation-Adjusted Annuities Right for Clients? The Product and Its Prospects

Getting in Front of Your Top Clients this Holiday Season

Working with Clients when Markets are Tough

Mad Max Rides Again

Letters to the Editor

The Fallacies in Today?s Retirement Plan Assumptions: Putting the Hedonic Pleasure Index to Work

Kyle Bass on the Next Big Crisis

Volume 6, Issue 49 - November 13, 2012

How Well Does the Next Generation of Guarantee Riders Protect Your Income? Part 2 - Starting the Inc

The Downside to Socially Responsible Investing

Harvard's #1 Strategy Guru on the Key Decision for Your Business

David Rosenberg on Obama's Victory

Voyages

The New Dynamics of Referral Generation

The Real Job Creators

Emerging Markets: Maintaining Perspective

Bank Loans: Looking Beyond Interest Rate Expectations

Volume 6, Issue 48 - November 6, 2012

Lacy Hunt on Our Economic Future

ClearBridge Advisors - Market Commentary Q312

David Rosenberg on Hurricane Sandy: Missing the Boat

Asset Location: Nine Tips to Create ?Tax Alpha?

The Three Most Important Hours for Your Business

The Prize for the Fiduciary Standard: Global Market Leadership

Six Technology Integration Disasters to Avoid

Overcoming Meeting Mania

Letters to the Editor

Volume 6, Issue 47 - October 30, 2012

Building Portfolios that Beat their Benchmark: Measuring Nanometers with a Yardstick

The Next Generation of Income Guarantee Riders: Part 1 - The Deferral Phase

The Dangers of Mortgage REITs: Does Doubling the Leverage Make Them a Good Investment?

The Essential Skill for Advising Women: Building Trust

The Yield Hunt

Finding Hidden Revenue with Existing Clients

Overcoming Employee Finger-Pointing

Letter to the Editor

Volume 6, Issue 46 - October 25, 2012

Venerated Voices 2012 Q3

Volume 6, Issue 45 - October 23, 2012

How to Change the Regulatory Debate - Before it's Too Late

Chip Roame on the Next Big Problem

Understanding the Central Issue behind Entitlements

Six Unexpected Ways to Boost Productivity

When Portfolio Managers are Asked to be Marketers

She Turns Sea Shells by the Sea Shore

Viral Marketing to Women

Letter to the Editor

Volume 6, Issue 44 - October 16, 2012

Will Bonds Be ?Burnt to a Crisp??

How an Advisor Lost a $3 Million Referral

When Strong Client Relationships Aren?t Enough

Stiglitz vs. Bremmer: What?s Next for the Global Economy?

The New World of Credit

Getting in Touch with Your Inner Rich Kid

A Partnering Approach for Women Clients

Letters to the Editor

Volume 6, Issue 43 - October 9, 2012

Dividend Income: Music to Our Ears

Is Gluskin's David Rosenberg Right about Utilities?

A Q3 Letter to Clients - Insights from a Wall Street Legend

High-Dividend Yield Strategy under the Microscope

LinkedIn Endorsements: A New Feature to Bug Advisors

How to Manage an Overextended Team

The Yin and Yang of 2012 Stock Markets Through September

Letter to the Editor

We Need a Bold Solution to Fix the Retirement System

Volume 6, Issue 42 - October 2, 2012

Confronting the Unemployment Crisis

Woody Brock on Why to Own Stocks Now

A Daily Reading Plan That Attracts New Clients

Connection is Key When it Comes to Women

When Centers-of-Influence Don?t Refer Clients

Letters to the Editor

Volume 6, Issue 41 - September 25, 2012

Jim Bianco ? Markets Will Benefit From Disastrous Fed Policy

Bill Gross: Hedging Your Bet on Deflation versus Inflation

Investing in a Resource-Constrained World

A Woman's View of Choosing a Financial Advisor

The Best Question to Engage Affluent Prospects

Value Investing in a Macro-Driven Environment

How to Build a Portfolio

Volume 6, Issue 40 - September 18, 2012

The Question that Prevents Client Defections

Still Broken After All These Years

The Trend is Your Friend

Campaign Rhetoric and Our Energy Future

Your Clients' Toughest Retirement Decision

Recognize the Relative Advantages of Natural Resource Equities vs. Commodities

Gundlach ? The End of the Bond Bull Market

Selling Your Practice ? After Negotiations Fall Apart

Letters to the Editor

Volume 6, Issue 39 - September 11, 2012

Can Our Retirement System be Fixed?

Three Bond Funds for Rising or Falling Rates

A Lesson in Damage Control (Ron Rhoades, This One's for You)

Ten Ways to Recapture Your Passion This Fall

Dealing with Facebook-Addicted Employees

Ponzi Games

Stalking the Wild Stock Pick

Hedged Equity Value Goes Beyond Performance

Volume 6, Issue 38 - September 4, 2012

The Ultimate Income Strategy - Higher Yield and Lower Volatility

New Research - How to Help Clients Make Better Decisions

Lessons from the Weight-Loss Industry: The Keys to Growing your Practice

Three Essential Steps to Reach the Next Generation of Investors

Overcoming Client Inertia

Letters to the Editor

Volume 6, Issue 37 - August 28, 2012

The Key Obstacles to Succession Planning

Who Benefits from High-Speed Trading?

The Wrong Way to Ask for Referrals

Why Don't Your Female Clients Like You?

Who?s Fooling Whom?

Managing an Unmotivated Employee

Volume 6, Issue 36 - August 21, 2012

Secrets of a Great PowerPoint Presentation

The Profession's Faulty Assumptions: A Top Ten List

Hype and Reality in the Muni Bond Market

Is Too Much Vacation Bad for Your Business?

Dealing with Gossip in a Small Firm

Take My Stuff. Please

Letters to the Editor

Volume 6, Issue 35 - August 14, 2012

How Safe are Annuities?

An Imperfect Storm

How One Advisor Adds Three Clients a Month

Blind Faith

Advisor Website Calls to Action: Going the Extra Mile

Dealing with a Lazy Partner

Letters to the Editor - Bob Veres on AUM-based Fees

Volume 6, Issue 34 - August 7, 2012

Why Hedge Funds Destroy Investor Wealth

Robert Shiller on the Social Benefits of Finance

The Game-Changer for Attracting Affluent Clients

When Clients are on the Verge of Divorce

Letter to the Editor

Volume 6, Issue 33 - July 31, 2012

The False Promise of Gold as an Inflation Hedge

The Alternative to AUM-Based Fees: The Total Profitability Retainer Formula

Expect Headwinds for Stocks If Hoisington is Right about Bonds

A Lesson from the World's Best Restaurant

Beyond the Ultimate Death Cross

Dealing with Elderly Clients

Letter to the Editor

Venerated Voices

Volume 6, Issue 32 - July 24, 2012

High Yield and Low Risk: Finding the Best Closed-End Funds

How to Tell If You're Not Charging Enough

Deciphering the Annuity Puzzle: Practical Guidance for Advisors

The Ultimate Death Cross - False Harbinger of Doom

Optimal Strategies for Secular Market Cycles

Integrating a Salesperson into Your Practice

The Secret to Eternal Investment Youth

Market Technicals Update

Volume 6, Issue 31 - July 17, 2012

Should You Wait to Buy a SPIA?

Can you Beat SPIAs with Long-Term Bonds?

Breaking Bad

The Information Sources that Impress Clients

Happy Clients - But No Referrals?

Letters to the Editor

Gundlach ? Avoid Riskier Assets

Volume 6, Issue 30 - July 11, 2012

Advisor Perspectives Marketing Case Study: A Small Fund with Large Ambitions

Volume 6, Issue 29 - July 10, 2012

Why Are Advisory Fees Lower Than They Have To Be?

Benchmarking Your Retirement Portfolio With a Risk-Free Strategy

A Mid-Year Client Letter: Wisdom from Three Wall Street Veterans

Recession is Not Imminent

The Plight of the Conservative Retiree

Are You Ever Asking for It: Client Referrals

The Disruptive Rainmaker

Insights into the First Half of 2012

Letters to the Editor

Volume 6, Issue 28 - July 3, 2012

Letter to the Editor

Regaining Confidence Amid Layoffs

Don't Get Emotional

The Behavior that Destroys Client Confidence

The Value of Planning

Featured Video from Henderson Global Investors - Global Market Activity

Bond Funds: You Get What You Don't Pay For

Volume 6, Issue 27 - June 26, 2012

Jeremy Grantham: US Stocks are Expensive and Bonds are Disgusting

A Top Analyst: North America Heading to Energy Independence

Ensuring That Clients Feel Valued

Ask Bev: Lessons from the Human Side

Volume 6, Issue 26 - June 19, 2012

Retirement Floors and Implications for Evensky's Cash-Reserve Strategy

How to Follow Up Without Being a Pest

The 20 Rules for a Successful Study Group

Likelihood Ratios and their use in Recession Indicators

(Don't Always) Follow the Yellow Brick Road

Letters to the Editor

Volume 6, Issue 25 - June 12, 2012

Investing for Retirement: SPIAs, TIPS, Stocks and the 4% Rule

The End of Economics

The Problems with Trying to Benchmark Unconstrained Portfolios

Kingdoms of the Blind

A Proven Strategy to Attract Multi-million Dollar Clients

Letters to the Editor

Volume 6, Issue 24 - June 5, 2012

Finding the Best Dividend Fund

Featured Video from Henderson Global Investors

Daniel Kahneman on the Two Kinds of Thinking - Fast and Slow

Featured Video from Natixis Global Asset Management

Energy and the Wealth of Nations

What Mark Zuckerberg Can (Still) Teach You

The Father of Efficient Markets: Is Warren Buffett Smart or Lucky?

The Father of Efficient Markets: Is Warren Buffett Smart or Lucky? (Video)

In Whom Do We Trust?

Letters to the Editor

Our Five-Year Anniversary

Volume 6, Issue 23 - May 29, 2012

Can Krugman Fix Our Economy?

Featured Video from Henderson Global Investors

The Bargains in Europe's Great Oversell

The Essential Ingredient for Exceptional Success

A Way to Save for College

Micromanaging to Failure

What Does a Dividend Tax Hike Mean for Dividend-paying Stocks?

Letters to the Editor - An Attack on Paul Krugman

Volume 6, Issue 22 - May 22, 2012

David Rosenberg - I am not a Permabear

Niall Ferguson - The West's Six Killer Apps

Life-cycle Finance and the Dimensional Managed DC® Pension

A 30-minute Investment that Landed Three New Clients

What History Tells Us about a Potential Greek Exit

Letter to the Editor

Volume 6, Issue 21 - May 15, 2012

An Attack on Paul Krugman

Dividends: A Timeless Component of Equity Return

James Montier on the Failures of Modern Finance

Lacy Hunt on Debt, Austerity and Recovery

Optimizing Social Security Benefits

Ponzi's Children

The Surprising Way to Deepen Client Relationships

Letter to the Editor

Volume 6, Issue 20 - May 8, 2012

Richard Bernstein: US Assets will Outperform over the Next Decade

Volatility: The "Godfather" Asset Class

Annuities versus Systematic Withdrawals: Understanding Tax Effects

Q2 Outlook: "Sell in May" May Not Work This Year

Mohamed El-Erian and David McWilliams: The Key to Resolving Europe's Crisis

Three Qualities that Define Top Performers

Why the Best Conductors Sent Us Home Early

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

Can You Make Great Sushi Out of Crappy Fish?

Letter to the Editor

Volume 6, Issue 19 - May 1, 2012

Making the Right Wager on Client Longevity

Q2 Outlook:

Why MLPs Belong in Your Portfolio

A Proven Route to Business Breakthroughs

The Future of the Automobile

How to Respond to the Bachus-McCarthy Bill

The Asymmetric Value of Delaying Social Security Benefits

Another Story of Too Much Debt: Investing During Unsustainable Economic Conditions

Congress Needs to Stop a Dividend Tax Hike

Volume 6, Issue 18 - April 24, 2012

Gundlach - Two Dangers for Equity Markets

65+5+Dividends: The case for quality dividend stocks in the first five years of retirement

Bruce Greenwald on Structural Imbalances in the Economy

Why a 60/40 Portfolio isn?t Diversified

The Number One Priority for Advisors

Letter to the Editor - Jeremy Grantham

Volume 6, Issue 17 - April 20, 2012

Venerated Voices Q1 2012 Awards

Volume 6, Issue 16 - April 17, 2012

Rethinking Safe Withdrawal Rates: The Meaning of Failure

The Real Reason to Worry about Oil

Harold Evensky's Fiduciary Oath

Two Words to Get in Front of Prospects

The Rebalancing Problem

Muppet Capers

The Unemployment Rate: A Coincident Recession Indicator

Letters to the Editor

Volume 6, Issue 15 - April 10, 2012

Flexible Strategies for Longevity Protection: Comparing Two Products

Allocating to Real Assets: Why Diversification Matters

HBS Research: The Role of Business in Society

Paul Kasriel's Parting Thoughts on the Economy

Three Lessons from an Unlikely Superstar

Super Macro - A Fundamental Timing Model

Advisor Networking for Fun and Profit

Down the Rabbit Hole of Cognitive Dissonance

Volume 6, Issue 14 - April 3, 2012

Fewer, Richer, Greener: Why Jeremy Grantham is (Partly) Wrong

Senior Loans Attractively Priced Relative to High Yield

Gassed Up but No Place to Go

A Q1 Letter to Clients: Bernanke, Buffett and Siegel on the Prospects Ahead

Typically Boyish and Socially Unacceptable

Reigniting Your Passion for the Business

The Easy Money Saloon

Volume 6, Issue 13 - March 27, 2012

GMO: Two Questions We Can't Answer

Jack Bogle: The Triumph of the Index Fund

The Top Three Myths about Women Investors

The Secret to Motivating your Team

Success: The Enemy of Creativity

Questions of Character

Letter to the Editor ? Jeremy Grantham

Our Current Perspective on the Global Economic Outlook

Volume 6, Issue 12 - March 20, 2012

Jeremy Grantham: This Time is Different

Bob Rodriguez on the Dangers in Today's Markets

Hot Buttons that Motivate Prospects

Are You Spending Too Much Time in the Brine?

The Wages of Denial

A Look Back at the Performance of the Holy Grail

Volume 6, Issue 11 - March 13, 2012

How Do Spending Needs Evolve During Retirement?

Europe's ?Back-door QE?: Good News for Global Bond Investors

Europe Needs a Good Crisis

Breakthrough Success Lies Outside your Comfort Zone

Concentrated Equity Triple Play Higher Returns, Lower Risk, Lower Correlations

The Gutenberg Economy

Investor Communications: Are You Upbeat, or Upfront?

Letter to the Editor - Tactical Asset Allocation v. Behavioral Finance

Volume 6, Issue 10 - March 6, 2012

New Tools to Manage Longevity Risk

The Biggest Celebrity Estate Planning Disasters

Five Business Tips from a Top Entrepreneur

Why Invest? - Part 2

Learn Long and Prosper

Letter to the Editor

Volume 6, Issue 9 - February 28, 2012

Jim O?Shaughnessy: What Now Works on Wall Street

What's My Next Move? - Fixed Income Outlook

Woody Brock on Healthcare Reform and Trade Relations with China

Globalization: Its Saboteurs and Its Chicken Littles

The Problem with Target-Date Fund Glide Paths

A Simple Strategy to Triple Client Savings Rates

Communication Skills to Outperform Your Competitors

Letters to the Editor

Volume 6, Issue 8 - February 21, 2012

Woody Brock on Solving America's Fiscal Problems

David Rosenberg: "Searching for Certainty in a Sea of Uncertainty"

Gundlach: The Two Questions that Matter Most

The Conflict between Tactical Asset Allocation and Behavioral Finance

A Simple Email to Save a Client

Evaluating Popular Recession Indicators

Volume 6, Issue 7 - February 14, 2012

?The Greatest Anomaly in Finance'

The Safety-first, Goals-based Approach to Financial Planning

Boosting the Liquidity of the Market Engine: Horsepower vs. Torque

How to Measure Customer Loyalty

The Dividend Yield Love Affair

Recession: Just How Much Warning is Useful Anyway?

Is a Picture Worth a Thousand Basis Points?

Letters to the Editor

Volume 6, Issue 6 - February 7, 2012

Jeremy Siegel, Rob Arnott and Other Experts Forecast Equity Returns

An Innovative Solution to Retirement Income

What Advisors Can Learn from Eli Manning: How to Conquer the Real Threat to Your Success

A Conversation that Tripled Referrals

Neel Kashkari on PIMCO's Equity Strategy

Letters to the Editor

Volume 6, Issue 5 - January 31, 2012

Lacy Hunt on the Roadblock to Recovery

Bob Doll Believes the Recent Equities Rally Could Continue

Barry Eichengreen on the End of the Dollar

Barry Eichengreen on the End of the Dollar - Video

A 13-Point Plan for Top Clients

Why Target-Date Funds Fail

Letters to the Editor ? Reinhart and Rogoff

Volume 6, Issue 4 - January 24, 2012

Michael Lewis on the True Depth of the Crisis in Europe

Beyond Reinhart and Rogoff

A Five-Minute Strategy to Achieve Key Goals

There's No Such Thing As Free Yield

The ETF Landscape: A Look Back at 2011's ETF Flows

Dale Mortensen on Addressing Unemployment

Reviewing (and Renewing) Our Case for Munis and Core Muni Funds

Must Bond Investors Fear Rising Interest Rates?

New Tools to Help Clients with Retirement Decisions

Letters to the Editor

Volume 6, Issue 3 - January 17, 2012

GMO: Something's Fishy in China

Income Annuities versus GLWBs: A Product Comparison

Video: A Portfolio (or Two) for a Binary World

Martin Wolf on the Eurozone and Beyond

An Essential Client Conversation ?Will I be able to pay for my hip replacement at age 85??

A Nobel Laureate?s View on the US A Debt Problem, but an Unemployment Crisis

A Nobel Laureate?s View on the US - A Debt Problem, but an Unemployment Crisis - Video

Further Improving the Use of the ECRI WLI

Letters to the Editor - the Misreading of Reinhart and Rogoff

Letter to the Editor - GLWBs

Volume 6, Issue 2 - January 10, 2012

2011: The Famine That Followed the Feast That Followed the Fiasco

The Misreading of Reinhart and Rogoff

Safe Withdrawal Rates: A Do-It-Yourself Approach

How an Advisor Doubled New Clients

Using the ECRI WLI to Flag Recessions

Gundlach on the Key Risk for Bond Investors

I Can See Clearly Now...

Volume 6, Issue 1 - January 3, 2012

How Top Execs Game Retirement Plans

The Best of Carl Richards

Motivating Older Clients

Ghosts of Christmas Past

US Recession - An Opposing View

Dale Mortensen on Addressing Unemployment - Video

New Measures of Risk (and why markets are now very fragile)

Letter to the Editor



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