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

Follow us on
 Facebook  Twitter  LinkedIn  RSS Feed

    Last 14 days

Most Popular Articles


Most Popular Commentaries

    Last 12 Months

Most Popular Articles


Most Popular Commentaries

Newsletters 2012


Dec 27, 2012 Our top ten articles for 2012 (plus another 10 you may have missed); Some memorable investment-related quotes
Dec 26, 2012 Gundlach's high-conviction bet; Bob Veres: Why you need an investment committee; Putting clients' cash to work
Dec 18, 2012 Jeremy Siegel on 'Dow 15,000'; How an advisor turned 20 minutes into $2 million; How to find the right LTC insurance

Dec 11, 2012 Luck versus skill in investing: New insights from the world of sports and beyond; David Rosenberg on 'shared sacrifice'
Dec 4, 2012 What advisors can learn from America's top election predictor; The macro view from David Rosenberg; The surprising choice in the search for safe income
Nov 27, 2012 A critique of Jeremy Grantham: Long-term growth is not over; A hard look at Simpson-Bowles; The superiority of dividends
Nov 20, 2012 Kyle Bass predicts the next big crisis; Bob Veres on the fallacies in planning assumptions; How good are inflation-adjusted annuities?
Nov 13, 2012 Do guarantee riders really protect income?; Why socially responsible investing is a waste of time; Michael Porter's advice to advisors
Nov 6, 2012 Lacy Hunt on the approaching fiscal 'point of no return'; David Rosenberg - Why economic forecasts are wrong on Hurricane Sandy
Oct 30, 2012 Building portfolios that beat their benchmark; The next generation of income guarantees; The time bomb in mortgage REITs
Oct 23, 2012 Veres on changing the regulatory debate; The next big problem for advisors and their clients; The central issue behind entitlements
Oct 16, 2012 Is Bill Gross right - Will bonds be burnt to a crisp? How an advisor lost a $3 million referral; When strong relationships aren't enough
Oct 9, 2012 Why David Rosenberg's bullish on utilities; How to fix the broken retirement system; A Q3 client letter you can use today
Oct 2, 2012 Confronting the unemployment crisis; Woody Brock - Why to own stocks now; A daily reading list that attracts new clients
Sep 25, 2012 Jim Bianco - Markets will benefit from disastrous Fed policy; Bill Gross - Should you bet on inflation?; Investing in a resource-constrained world
Sep 18, 2012 Your clients' toughest retirement decision; Gundlach - The end of the bond bull market; Campaign rhetoric and our energy future
Sep 11, 2012 The argument for ditching our retirement system; Three bond funds for rising or falling rates; What to do if you run into regulatory issues
Sep 4, 2012 The ultimate income strategy - Higher yield and lower volatility; New research - helping clients make better decisions
Aug 28, 2012 Why your succession plan will fail; Who benefits from high-frequency trading?; The wrong way to ask for referrals
Aug 21, 2012 Our top 10 flawed assumptions - Bob Veres; Secrets of a great PowerPoint presentation; Demystifying muni market myths
Aug 14, 2012 Are annuities safe?; How one advisors adds three clients a month; Michael Lewitt on 'anti-logical' markets
Aug 7, 2012 Why hedge funds destroy investor wealth; Robert Shiller - In defense of finance; The game-changer for affluent investors
July 31, 2012 The false promise of gold; Bob Veres on the alternative to AUM-based fees; The message for stocks in Hoisington's commentary
July 24, 2012 The best closed-end funds; How to tell if you're not charging enough; Deciphering the annuity puzzle - Guidance for advisors
July 17, 2012 Gundlach - Avoid riskier assets; A special focus on SPIAs - Buy now or later? Do they beat bonds?
July 10, 2012 Bob Veres - Why you should charge more for your services; The role of risk-free assets in retirement portfolios; A template for your mid-year letter
July 3, 2012 New research - Are your bond fund fees too high?; Bob Veres - How to convey your value
June 26, 2012 Jeremy Grantham: US stocks are expensive and bonds are disgusting; A top analyst: Why we're heading to energy independences
June 19, 2012 New insights on Harold Evensky's retirement funding strategy; The best way to follow up with prospects
June 12, 2012 Why the 4% rule is no longer safe; The end of economics; How to benchmark unconstrained managers
June 5, 2012 Avoiding landmines in dividend funds; Daniel Kahneman - Why snap judgments are wrong; Towards a sustainable energy policy
May 29, 2012 Can Krugman fix our economy?; The bargains in Europe's Great Oversell; The essential ingredient for exceptional success
May 22, 2012 David Rosenberg - A big recession in 2013?; Niall Ferguson - The end of Western dominance; A look at DFA's life-cycle finance offering
May 15, 2012 An attack on Paul Krugman; Lacy Hunt on debt, austerity and recovery; GMO's Montier on the failures of modern finance
May 8, 2012 Richard Bernstein: Why the US will outperform; The after-tax story on annuities; El-Erian and McWilliams - The Key to Resolving Europe's Crisis
May 1, 2012 The surprising strategy for the last phase of retirement; An investment that belongs in every diversified portfolio
Apr 24, 2012 Gundlach - Two dangers for equity markets; Bruce Greenwald on structural imbalances in the economy; Why 60/40 isn't diversified
Apr 17, 2012 Rethinking safe withdrawal rates; Hidden risks - What the media misses on oil prices; Harold Evensky - Frank talk on being a fiduciary
Apr 10, 2012 Longevity protection faceoff - GWLBs vs annuities; Parting words from a #1 forecaster; HBS research - A radical change in the role of business
Apr 3, 2012 Fewer, richer, greener: Why Jeremy Grantham is (partly) wrong; A warning on natural gas; An end-of-quarter letter for clients
Mar 27, 2012 GMO: When neither bonds nor stocks look appealing; Jack Bogle – The triumph of the index fund; The fallacies that hurt you with female clients
Mar 20, 2012 Jeremy Grantham - Why this time REALLY is different; Bob Rodriguez - Dangers in the US market; Hot buttons that motivate prospects
Mar 13, 2012 Challenging the thinking on retirement spending; Europe needs a good crisis; Breakthrough success lies outside your comfort zone
Mar 6, 2012 New tools to manage longevity risk; The biggest celebrity estate planning disasters; Five tips from a top entrepreneur
Feb 28, 2012 Jim O’Shaughnessy: What Works Now on Wall Street; Woody Brock on China and healthcare; How to triple client savings rates
Feb 21, 2012 Latest insights from Woody Brock, David Rosenberg and Jeffrey Gundlach; A big flaw in tactical asset allocation
Feb 14, 2012 The greatest anomaly in finance; A critical look at Zvi Bodie’s safety-first approach; Boosting the liquidity of the market engine
Feb 7, 2012 Equity forecasts from Jeremy Siegel and Rob Arnott; Two overlooked solutions to retirement income; What advisors can learn from Eli Manning
Jan 31, 2012 Lacy Hunt on the roadblock to recovery; The end of the dollar?; A 13-point plan that engages top clients
Jan 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
Jan 17, 2012 Martin Wolf on the Eurozone and beyond; A better option than GLWBs?; GMO's forecast for China
Jan 10, 2012 The misreading of Reinhart and Rogoff; New insights on safe withdrawal rates; Gundlach on the key risk for bond investors
Jan 3, 2012 Caution - fragile markets ahead; The best of Carl Richards; How top execs game retirement plans


Website by the Boston Web Company