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

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Articles 2012


Vol 6 no 1 (January 03, 2012)

New Measures of Risk (and why markets are now very fragile)
The Best of Carl Richards
How Top Execs Game Retirement Plans
Motivating Older Clients
Ghosts of Christmas Past
US Recession - An Opposing View
Letter to the Editor
Dale Mortensen on Addressing Unemployment - Video

Vol 6 no 2 (January 10, 2012)

The Misreading of Reinhart and Rogoff
Safe Withdrawal Rates: A Do-It-Yourself Approach
Gundlach on the Key Risk for Bond Investors
How an Advisor Doubled New Clients
Using the ECRI WLI to Flag Recessions
2011: The Famine That Followed the Feast That Followed the Fiasco
I Can See Clearly Now...

Vol 6 no 3 (January 17, 2012)

Martin Wolf on the Eurozone and Beyond
Video: A Portfolio (or Two) for a Binary World
Income Annuities versus GLWBs: A Product Comparison
GMO: Something's Fishy in China
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

Vol 6 no 4 (January 24, 2012)

Michael Lewis on the True Depth of the Crisis in Europe
Reviewing (and Renewing) Our Case for Munis and Core Muni Funds
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
Must Bond Investors Fear Rising Interest Rates?
New Tools to Help Clients with Retirement Decisions
Letters to the Editor

Vol 6 no 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

Vol 6 no 6 (February 07, 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

Vol 6 no 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

Vol 6 no 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

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