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

Articles 2013


Volume 7, Issue 55 - December 31, 2013

Organizing Principles for Disorganized Advisors

Making Your Research Pay Off in 2014

The Ten Best Articles You Probably Missed

The 10 Most-Read Articles of 2013

Letter to the Editor

Volume 7, Issue 54 - December 24, 2013

Letter to the Editor

The Price America Pays for Global Leadership

How Much Should We Pay to Emit Carbon?

The Three Key Words in Client Conversations

Calming an Uptight Partner

The Key to Creating Better Marketing Materials

Volume 7, Issue 53 - December 17, 2013

Gundlach - Dont Plan on Tapering

Optimizing Asset Location: Is It Worth the Effort?

How a Simple Sandwich Got a Top Prospects Attention

Making Brand Communication Work for Your Firm

Letter to the Editor

Five Strategies for a Rising-Rate Environment Revisited

Volume 7, Issue 52 - December 10, 2013

2 Unconventional Options in a Low Rate Environment

How Much Can Clients Spend in Retirement? A Test of the Two Most Prominent Approaches

How Service Screw-ups Can Create Happier Clients

Six Things Every Advisor Must Have on Their LinkedIn Profile

Best Practices for an Effective Teambuilding Exercise

Low Demand Will Depress Oil Prices

A Framework for Understanding Bond Portfolio Performance

Volume 7, Issue 51 - December 3, 2013

Jeremy Siegel - The Market is 10% to 15% Undervalued

Why You Should Be Thinking About Quality Small-Caps

Why Does the U.S. Have High-Cost Low-Quality Healthcare?

Active Share. Toward a Stock Picker’s Market?

How to Keep Prospects from Stealing Your Ideas

What Matters More When Investing: A Good Company or Good Price?

Coping with Sudden Power Syndrome

How to Communicate Your Year-End Bonus Decisions

Volume 7, Issue 50 - November 26, 2013

Second-Level Thinking: John Hussman Responds to Howard Marks

Why a Shrinking Deficit Means Lower Earnings

How to Leverage LinkedIn with 10 Minutes a Day

How to Develop a Fee Schedule

Making Vendor Relationships Work Effectively

Letters to the Editor

Volume 7, Issue 49 - November 19, 2013

Some New Ideas for Holiday Gifts

Thoughts from Top Advisors on Building a Physician Niche

Asset Class Allocation and Portfolios: Critique and Complication

New Research on How Much Clients can Spend in Retirement

Research from Yale on Commodities

The Quality that Predicts Success

Letters to the Editor

Howard Marks: Equities are Under-owned and Un-loved

Volume 7, Issue 48 - November 12, 2013

Beware of Financial Plannings Misguided Rules-of-Thumb

The Bomb Shelter Portfolio: Maximum Income with the Least Risk

Investing Megatrends: New Technology

Three Ways to Turn Casual Contacts into Clients

What Twitter’s New Millionaires Can Learn From Google

Finding - and Keeping - Top Talent

Reflections on a Week in Cuba

Volume 7, Issue 47 - November 5, 2013

Three Articles to Help Clients to Happy Retirements

The Advisory Professions Best Web Sites

The Key Issues in Today’s Muni Bond Market

Three Trends That Will Change the Game for Advisors

Combating Climate Change - And Responding to Skeptics

How to Help Clients Who Hate the Holidays

Letters to the Editor

Volume 7, Issue 46 - October 29, 2013

Why Deficits Don?t Matter

Can Financial Engineering Cure Cancer?

Puerto Rico: Always the money owing

How One Advisor Boosted His Team’s Performance

Seven Resources to Make You a Better Writer

Six Tips for Better Communication

Letters to the Editor

Defining the EM Corporate Bond Opportunity

Career Opportunities

Volume 7, Issue 45 - October 22, 2013

Recession-Proof Your Marketing

Is Your Website Sending the Wrong Message?

Bond Legend Dan Fuss on Rising Rates

Managing Old-School Advisors

How Many Monkeys Does it Take to Find a Successful Strategy?

Revisiting the Debate Over the DFA Research

Venerated Voices?

Inching Closer

Rolling Returns: A Better Way to Measure Performance

Volume 7, Issue 44 - October 15, 2013

Is Gold Overpriced?

A Better Way to Measure Risk Tolerance

A Q3 client letter: Mike Tyson on Sticking to Your Plan

Five Ways Robo-advisors Will Change the Way Advisors Work

Why Customized Content Beats Canned Content

Why You Need Video on Your Web Site

Letters to the Editor

Investing in the U.S. Energy Revolution

Volume 7, Issue 43 - October 8, 2013

The Futility of the Endowment Model

Forecasting Bond Returns and Evaluating Bond Funds

Four Lessons from Sport’s #1 Overachiever

Is Your Website Like a Toothbrush?

When Your Succession Plan Is Derailed

Volume 7, Issue 42 - October 7, 2013

Charles Wheelans Tips for Separating Economic Truth from Fiction

Volume 7, Issue 41 - October 1, 2013

Money Can Buy Happiness

The Ultimate Income Portfolio Revisited

The Key Succession Issues for an Advisory Practice

The Eight Principles of Value Investing

The Looming Threat to China’s Economy

Letters to the Editor

When Employees Can’t Get Along

Is Your Marketing Message Putting Prospects to Sleep?

Volume 7, Issue 40 - September 27, 2013

Achievement Awards Announced at the 2013 Insiders Forum Conference and Leadership Forum

Volume 7, Issue 39 - September 24, 2013

William Bernstein ? “Stocks for the Long Run”

ENERGY MLPs: A Suitable and Sustainable Asset Class

Why Retirees Should Choose DIAs over SPIAs

Michael Aronsteins Warning to Fund Investors

Four Ways to Attract Affluent Clients

How the Roll-Down Effect Now Helps Bond Investors

Why Bond Funds are Toxic for Your Portfolio

The Elements of a Successful Succession Plan

Letters to the Editor

Volume 7, Issue 38 - September 17, 2013

The Fiduciary Pyramid: Demystifying the Fiduciary Landscape

Where, Oh Where, is Ferdinand Pecora?

Dealing with Unmotivated Advisors

How One Advisor Attracts HNW Clients

Charles de Vaulx: “We Have Never Been as Cautiously Positioned”

Letter to the Editor

Gundlach ? Where to Expect the Next Crisis

Investing for Real People

The Debate on DFAs Research

Volume 7, Issue 37 - September 10, 2013

Why DFA’s New Research is Flawed

A New Tool to Calculate Long-Term Care Needs

Should You Ditch Your Elevator Pitch?

Three Traps to Avoid When Advising Couples

Why Isn’t Our Practice Growing?

Letters to the Editor

Did Steve Jobs Really Build That?

Volume 7, Issue 36 - September 3, 2013

Did Steve Jobs Really Build That?

The Hidden Risk in Gold

Getting Prospects to Respond to Your Emails

The Impact of Severe Drawdowns on Safe Withdrawal Rates

How a Menu of Services Generates Revenue

Framing the Sales Component of the Advisory Profession

Letter to the Editor

Volume 7, Issue 35 - August 27, 2013

The Price Clients Pay for Worst-Case Forecasts

Do Income-Oriented Portfolios Reduce Safe Withdrawal Rates?

Five Essential Lessons from the Author of “Seven Habits”

Why Bad Decisions Happen to Good People: An Introduction to Behavioral Finance

Five Tips for Managing Stress

Volume 7, Issue 34 - August 20, 2013

Target-Date Funds: Why Higher Equity Allocations Work

Five Ways to Get Families to Talk About Finances

Which Crowd? Mulling the Investment Wisdom of the Masses

How to Evaluate Event Marketing

How Much Communication is Too Much?

Letters to the Editor

Volume 7, Issue 33 - August 13, 2013

Envisioning the Planning Firm of the Future

Spooks, Romans, Lumberjacks, Lend Me Your Filters

Why Clients Don’t Give You Credit for Your Hard Work ? And What to do About it

Asking for Referrals when Your Performance is Lagging

Letters to the Editor

Quantitative Easing for Regular Folks: Three Lessons from the New York Times

A Better Way to Measure Systemic Risk

Volume 7, Issue 32 - August 6, 2013

Unlocking the Two Mysteries behind SPIAs

US Home Prices to Maintain Strong Momentum, Despite Higher Rates

Three Steps to Make your Business Grow

How to Host Targeted Client Seminars

Letters to the Editor

Is China the New France?

Human Capital in the Digital Economy

Volume 7, Issue 31 - July 30, 2013

The Power of Diversification and Safe Withdrawal Rates

How to Fix the Flaws in Financial Planning

Five Web Metrics Advisors Should Be Tracking

Revisiting “The Cost of Socially Responsible Investing”

A Strategy for Reducing Volatility While Increasing Returns

How to Change the Conversation with your Clients

Volume 7, Issue 30 - July 23, 2013

The Price You Pay for Poor Management

Getting Past “Blah, Blah, Blah” When Talking to Prospects

Fantasy versus Factors

If Only Clients Came With Instruction Manuals

Taper Protection: Where to Go when Rates Rise

The Limits of Flower Power

Choosing Between Your Clients and Your Employees

Volume 7, Issue 29 - July 16, 2013

Nassim Nicholas Taleb: To Prevail in an Uncertain World, Get Convex

Three Ways to Spot a Liar

How a Teenager and Skype Deepened Client Relationships

Venerated Voices? Awards for the Second Quarter of 2013

Is Your Firm Name Having an Identity Crisis?

Letters to the Editor

Dealing with Over-needy Clients

Herbert Huebscher (1926-2013)

Volume 7, Issue 28 - July 9, 2013

The Five Best New Investment Ideas: New Age Paradigms for the Post-MPT World

Retirement Portfolios: Fears over Rising Rates are Overblown

A Mid-Year Letter to Clients: A Positive Outlook on America

ENERGY MLPs: A Suitable and Sustainable Asset Class

Assessing Healthcare Expenses in Retirement

Business Building for Advisors

Letters to the Editor

U.S. Stocks Continue to Dominate ? What’s Next?

Volume 7, Issue 27 - July 2, 2013

Gundlach’s One-Word Explanation for June’s Decline

Becoming the Safe Choice for Your Target Clients

Avoiding the Interest Rate Freight Train with Individual Bonds

Recent Volatility ? Noise, not Signal

The Practical Application of Behavioral Finance

Insiders Forum Conference Names Advisor Perspectives Exclusive Media Partner

When the Boss’ Daughter Gets in the Way

Volume 7, Issue 26 - June 25, 2013

Letters to the Editor

Measuring the ROI of Advisor Marketing

Three Simple Ways to Ensure Clients Retain Key Messages

The Price Your Clients Pay for Using Safe Withdrawal Rates

Strategies for the Retirement Red Zone

The Great Debate on Inequality: Stiglitz versus Krugman

Volume 7, Issue 25 - June 18, 2013

GMO’s Montier on Why to Hold Cash

Help Clients Fill the Income Void

Retirement Income Designations ? Which Should You Choose?

Three Time Bombs that Threaten Retirement Plans

What Advisors Need to Know about Health-Care Planning

Cash, Profits and Misplaced Priorities

Getting Your Team to Communicate Your “Story”

Letter to the Editor

Volume 7, Issue 24 - June 11, 2013

Gundlach ? Dont Sell Your Bonds

How Specialist Advisors Earn Twice as Much

A Better Alternative to Cap-Weighted Bond Indices

Bursting the Bond Bubble Babble

Best Practices for Business Development

Letters to the Editor

An Opportunity to Make a Contribution

Volume 7, Issue 23 - June 4, 2013

Woody Brocks Challenge to Krugman and the Keynesians

Vincent Reinhart on Debt and Growth in the U.S. and Japan

Exposing False Claims about Socially Responsible Investing A Response to Adler and Kritzman

How a Golf Outing Led to a $2 Million Client

Bob Pozen’s Secrets for Managing Clients, Time and Productivity

An Advisor’s Perspective on Prophets and Profits

When You Have to Fire an Employee

Your Value Proposition: A Precursor to the Elevator Pitch

Volume 7, Issue 22 - May 28, 2013

Career Opportunities

Six Reasons You’re Charging the Wrong Fees

Economic Climate Change & the Long-Term View on Yields

Is Austerity a Bad Idea?

State and Local Pensions: What Now?

The Perfect Team Meeting to Start Your Week

Decisive: How to Make Better Choices in Life and Work

Solving the Public Pension Plan Funding Crisis

When Your Coworkers Don’t Measure Up

The Retirement Savings Shortfall ? Are Financial Advisors at Fault?

Letter to the Editor

Volume 7, Issue 21 - May 21, 2013

Measuring the Cost of Socially Responsible Investing

A Cry for Help from Income Investors

Do Annuities Reduce Bequest Values?

How Responding to Client Requests is Like Returning a Sweater to Sears

Social Media Best Practices: Slow and Steady Wins the Race

Five Tips for Winning in the “Trust and Value” Economy

Does Your Firm Need a COO?

A CFA and Three CPAs Walked into a Room...

Volume 7, Issue 20 - May 14, 2013

Is Kyle Bass Wrong About Japan?

David Rosenberg ? My Love Affair with Bonds is Over

Nouriel Roubini: Four Reasons Investors Should be Worried

Mohamed El-Erian: The Three-Speed Global Economy

Framing the Referral Discussion

Curing Smartphone Addiction

Letter to the Editor

Nassim Taleb on the Anti-Fragile Portfolio and the Benefits of Taking Risks

Volume 7, Issue 19 - May 7, 2013

Niall Ferguson: Four Reasons Why the U.S. is Failing

Breakaway Brokers: What the Data Really Say

How to Construct a Low-Cost Conservative Portfolio

Mutual Fund Companies Need to Prepare for a Changing Environment Fund Industry Turbulence Ahead

The Satisfaction Gaps that Cost You Clients

Establishing the Matriarch of the Family Legacy

Eight Ways to Improve Your Relationship with Your Boss The Art of Managing Up

On Trees and Forests

Meredith Whitney ? State-issued GO Muni Bonds are Safe

Volume 7, Issue 18 - April 30, 2013

The Most Underappreciated Threat to the Advisory Business

The Best Solution for Protecting Retirement Portfolios: Put and Call Options versus GLWBs

Electric Vehicles: The Devil is in the Battery

Implementing Behavioral Portfolio Management

How to Make a Big Impact in the First 10 Minutes of Your Day

Best Practices for Following Up After a Prospecting Event

Letters to the Editor

Stockman to America: Sinners, Repent!

Volume 7, Issue 17 - April 23, 2013

The New Challenges to Reinhart and Rogoff

Looking Back at Peak Oil: The Coming Crisis in Energy Supplies

How to Help Your Middle-Class Clients Retire

Investment Risk is the Chance of Underperformance

Venerated Voices? Q1 2013

Enforcing an Office Dress Code

Create Mission and Vision Statements That Drive Your Business

Career Opportunities

Letters to the Editor

Volume 7, Issue 16 - April 16, 2013

Michael Pettis - Can China Save Itself?

Will Germany Lead the World’s Energy Revolution?

Why Landing Clients is Like Dating ? and Seven Other Rules for Prospecting

Using Behavioral Data to Earn Superior Returns

Making the Numbers

Dealing with an Obnoxious Wholesaler

Take Two Tylenol and Call Me in the Morning

Career Opportunities

Letter to the Editor

Volume 7, Issue 15 - April 9, 2013

John Hussman ? Why Prospective Returns Are Low

Four Bold Innovations that will Revolutionize Financial Planning

The Myth of the Casually Competent Investor

Four Steps to Becoming the Primary Advisor for Top Clients

The Evidence that Emotion Dominates Market Pricing

Tips for Building a Compelling Web Site

The Big Lie of COI Referrals

Letter to the Editor

MLPs: Winning Streak Broken, Growth Story Intact

Volume 7, Issue 14 - April 2, 2013

Choosing an Actively Managed Fund: What Works and What Doesn’t

The Most Important Practice Management Challenge

Bernanke’s Motives Behind Quantitative Easing

New Research on Investor Behavior

A Q1 Letter to Clients: Why Warren Buffett is Bullish on Stocks

The Online Advantage: Findings from the Advisor Perspectives Mutual Fund-Site Survey

When the Boss is the Bottleneck

Volume 7, Issue 13 - March 26, 2013

How to Invest Like Buffett

A Cry for Help from Income Investors

How to Communicate Your Account Minimum

Adapting the Yale Model for Clients

Contagious: Why Things Catch On

When Employees Get Too Friendly with Clients

Volume 7, Issue 12 - March 19, 2013

Putting GMO’s Ideas to Work: Protected Leveraged Investing

Five Steps to Demonstrate Your Value Today

Understanding the Role of SPIAs in a Retirement Portfolio

Paul Matlack from Delaware Investments on the Direction of the Bond Market

How My Firm Hires Great Employees

Cutting Through Financial Jargon

Volume 7, Issue 11 - March 12, 2013

Gundlach: Investors are asking the Wrong Question

America?s Criminal Crony Capitalism

Three Ways to Turn Referrals into Clients

Bill Ackman on What Makes a Great Investment

Client Communication beyond the Newsletter

Musings of a Psychopath

Letters to the Editor

Volume 7, Issue 10 - March 5, 2013

Breaking Free from the Safe Withdrawal Rate Paradigm: Extending the Efficient Frontier for Retiremen

Global Equities Update

What Economists can Learn from Downton Abbey

Selecting Truly Active Equity Funds

What to Say When a Friend Doesn?t Want to be a Client

You?re The Cream of the Crop: Key Findings from the 2012 Advisor Perspectives Reader Survey

Increasing Center-of-Influence Referrals

Letters to the Editor

Volume 7, Issue 9 - February 26, 2013

Can Advisors Add Value Through Fund Selection?

Howard Marks? Warnings and How to Protect your Portfolio

Five Ways to Improve Your Investing Decision Making

What a 29-Year Old Can Teach You about Referrals

Are There Too Many Financial Advisors?

Volume 7, Issue 8 - February 19, 2013

Tough Times for Classic Value Investors

Alan Greenspan on the Market and the Global Economy

The Three Minutes that Cost a Million-Dollar Prospect

Six Recommendations for Working with Widows

Kyle Bass on Inflation and How to Protect Against It

How to Improve Your Presentation Skills

Asset Class Allocation and Portfolios

Ducks, Swans and Old People

Letter to the Editor

Volume 7, Issue 7 - February 12, 2013

Can a Salesperson Help ? or Hurt?

The Milton Friedman Centenary: One Hundred Years of Surprisingly Little Solitude

The Best Tool You?ve Never Heard Of

Ten Minutes that Uncovers What?s Really Important to Prospects

Two Things about High-Yield Bonds Investors Must Understand Today

Staying Active on Social Media: Ten Ways to Generate Relevant Content on a Frequent Basis

Manage Your Time More Effectively with a Model Week

From Humdrum to WOW

Volume 7, Issue 6 - February 5, 2013

Apple the Next Microsoft?We Could Be So Lucky

Comparing Advisors to Jim Cramer: Measuring your Professional Alpha

How Much Should the US Spend on Healthcare?

Four Steps to Get in Front of Million-dollar Prospects

Why Don?t Satisfied, Happy Clients Refer?

Letters to the Editor

Volume 7, Issue 5 - January 29, 2013

Strategies for Speculating on the Crisis in Japan

Predicting Asset Class Returns: Recommendations for Financial Planners

Are Planners Worth the Fees they Charge?

How to Hire the Best People

Your Most Important Resolution for 2013

Letter to the Investment Committee

Volume 7, Issue 4 - January 22, 2013

Dylan Grice: Witch Hunts, Inflation Fears, and Why I?m Bearish in 2013

Sunglasses and Cockroaches ? Six Rules for Surviving in a Bear Market

Wally Weitz on Value Investing in the Post-Crisis Era

How Being Efficient Makes You Less Effective

The Political Cliff

Venerated Voices

Overcoming a Lazy Coworker

Shoulder Pads and Supply Chains

Letter to the Editor

Volume 7, Issue 3 - January 15, 2013

Gundlach?s Predictions for 2013

Demographics and the Decline of Equity Mutual Funds

Template for a Year-End Client Letter 2012 in Review: Learning from the Past, Looking to the Future

The Nothing That Is

Five Key Marketing Trends for Advisors in 2013

Courting Your Communications

Dealing with an Unreasonable Compliance Department

Letters to the Editor

Volume 7, Issue 2 - January 8, 2013

The Forecast for Risk in 2013

Six Lessons for Advisors from the Mayo Clinic

A New Year?s Message from the Publisher

Should Bonuses be Tied to Performance?

2012: Resumption of the Stock Market Recovery

Letter to the Editor

Energy and the End of Growth

Volume 7, Issue 1 - January 2, 2013

Getting the Most from Your Investment Committee

Brian McMahon on Thornburg?s Investment Income Builder Fund

How to Boost Your Team?s Morale

Three Steps to Dynamite Client Events in 2013

Is Fracking a ?Happy Solution? to our Energy Needs?



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