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

Articles 2013


Volume 7, Issue 1 - January 2, 2013

Getting the Most from Your Investment Committee

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

Three Steps to Dynamite Client Events in 2013

How to Boost Your Team?s Morale

Brian McMahon on Thornburg?s Investment Income Builder Fund

Volume 7, Issue 2 - January 8, 2013

Letter to the Editor

2012: Resumption of the Stock Market Recovery

Should Bonuses be Tied to Performance?

A New Year?s Message from the Publisher

Six Lessons for Advisors from the Mayo Clinic

Energy and the End of Growth

The Forecast for Risk in 2013

Volume 7, Issue 3 - January 15, 2013

Letters to the Editor

Dealing with an Unreasonable Compliance Department

Courting Your Communications

Five Key Marketing Trends for Advisors in 2013

The Nothing That Is

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

Demographics and the Decline of Equity Mutual Funds

Gundlach?s Predictions for 2013

Volume 7, Issue 4 - January 22, 2013

Letter to the Editor

Shoulder Pads and Supply Chains

Overcoming a Lazy Coworker

Venerated Voices

The Political Cliff

How Being Efficient Makes You Less Effective

Wally Weitz on Value Investing in the Post-Crisis Era

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

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

Volume 7, Issue 5 - January 29, 2013

Letter to the Investment Committee

Strategies for Speculating on the Crisis in Japan

Your Most Important Resolution for 2013

How to Hire the Best People

Are Planners Worth the Fees they Charge?

Predicting Asset Class Returns: Recommendations for Financial Planners

Volume 7, Issue 6 - February 5, 2013

Letters to the Editor

Why Don?t Satisfied, Happy Clients Refer?

Apple the Next Microsoft?We Could Be So Lucky

Four Steps to Get in Front of Million-dollar Prospects

How Much Should the US Spend on Healthcare?

Comparing Advisors to Jim Cramer: Measuring your Professional Alpha

Volume 7, Issue 7 - February 12, 2013

Can a Salesperson Help ? or Hurt?

From Humdrum to WOW

Manage Your Time More Effectively with a Model Week

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

Two Things about High-Yield Bonds Investors Must Understand Today

Ten Minutes that Uncovers What?s Really Important to Prospects

The Best Tool You?ve Never Heard Of

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

Volume 7, Issue 8 - February 19, 2013

Letter to the Editor

Ducks, Swans and Old People

Asset Class Allocation and Portfolios

How to Improve Your Presentation Skills

Kyle Bass on Inflation and How to Protect Against It

Six Recommendations for Working with Widows

The Three Minutes that Cost a Million-Dollar Prospect

Alan Greenspan on the Market and the Global Economy

Tough Times for Classic Value Investors

Volume 7, Issue 9 - February 26, 2013

Are There Too Many Financial Advisors?

What a 29-Year Old Can Teach You about Referrals

Five Ways to Improve Your Investing Decision Making

Howard Marks? Warnings and How to Protect your Portfolio

Can Advisors Add Value Through Fund Selection?

Volume 7, Issue 10 - March 5, 2013

Letters to the Editor

Increasing Center-of-Influence Referrals

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

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

Selecting Truly Active Equity Funds

What Economists can Learn from Downton Abbey

Global Equities Update

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

Volume 7, Issue 11 - March 12, 2013

Letters to the Editor

Musings of a Psychopath

Client Communication beyond the Newsletter

Bill Ackman on What Makes a Great Investment

Three Ways to Turn Referrals into Clients

America?s Criminal Crony Capitalism

Gundlach: Investors are asking the Wrong Question

Volume 7, Issue 12 - March 19, 2013

Cutting Through Financial Jargon

How My Firm Hires Great Employees

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

Understanding the Role of SPIAs in a Retirement Portfolio

Five Steps to Demonstrate Your Value Today

Putting GMO’s Ideas to Work: Protected Leveraged Investing

Volume 7, Issue 13 - March 26, 2013

When Employees Get Too Friendly with Clients

Contagious: Why Things Catch On

Adapting the Yale Model for Clients

How to Communicate Your Account Minimum

A Cry for Help from Income Investors

How to Invest Like Buffett

Volume 7, Issue 14 - April 2, 2013

When the Boss is the Bottleneck

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

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

New Research on Investor Behavior

Bernanke’s Motives Behind Quantitative Easing

The Most Important Practice Management Challenge

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

Volume 7, Issue 15 - April 9, 2013

MLPs: Winning Streak Broken, Growth Story Intact

Letter to the Editor

The Big Lie of COI Referrals

Tips for Building a Compelling Web Site

The Evidence that Emotion Dominates Market Pricing

Four Steps to Becoming the Primary Advisor for Top Clients

The Myth of the Casually Competent Investor

Four Bold Innovations that will Revolutionize Financial Planning

John Hussman ? Why Prospective Returns Are Low

Volume 7, Issue 16 - April 16, 2013

Letter to the Editor

Career Opportunities

Take Two Tylenol and Call Me in the Morning

Dealing with an Obnoxious Wholesaler

Making the Numbers

Using Behavioral Data to Earn Superior Returns

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

Will Germany Lead the World’s Energy Revolution?

Michael Pettis - Can China Save Itself?

Volume 7, Issue 17 - April 23, 2013

Letters to the Editor

Career Opportunities

Create Mission and Vision Statements That Drive Your Business

Enforcing an Office Dress Code

Venerated Voices? Q1 2013

Investment Risk is the Chance of Underperformance

How to Help Your Middle-Class Clients Retire

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

The New Challenges to Reinhart and Rogoff

Volume 7, Issue 18 - April 30, 2013

Stockman to America: Sinners, Repent!

Letters to the Editor

Best Practices for Following Up After a Prospecting Event

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

Implementing Behavioral Portfolio Management

Electric Vehicles: The Devil is in the Battery

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

The Most Underappreciated Threat to the Advisory Business

Volume 7, Issue 19 - May 7, 2013

Meredith Whitney ? State-issued GO Muni Bonds are Safe

On Trees and Forests

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

Establishing the Matriarch of the Family Legacy

The Satisfaction Gaps that Cost You Clients

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

How to Construct a Low-Cost Conservative Portfolio

Breakaway Brokers: What the Data Really Say

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

Volume 7, Issue 20 - May 14, 2013

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

Letter to the Editor

Framing the Referral Discussion

Curing Smartphone Addiction

Mohamed El-Erian: The Three-Speed Global Economy

Nouriel Roubini: Four Reasons Investors Should be Worried

David Rosenberg ? My Love Affair with Bonds is Over

Is Kyle Bass Wrong About Japan?

Volume 7, Issue 21 - May 21, 2013

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

Does Your Firm Need a COO?

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

Social Media Best Practices: Slow and Steady Wins the Race

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

Do Annuities Reduce Bequest Values?

A Cry for Help from Income Investors

Measuring the Cost of Socially Responsible Investing

Volume 7, Issue 22 - May 28, 2013

The Retirement Savings Shortfall ? Are Financial Advisors at Fault?

Letter to the Editor

When Your Coworkers Don’t Measure Up

Solving the Public Pension Plan Funding Crisis

Decisive: How to Make Better Choices in Life and Work

The Perfect Team Meeting to Start Your Week

State and Local Pensions: What Now?

Is Austerity a Bad Idea?

Economic Climate Change & the Long-Term View on Yields

Six Reasons You’re Charging the Wrong Fees

Career Opportunities

Volume 7, Issue 23 - June 4, 2013

Your Value Proposition: A Precursor to the Elevator Pitch

When You Have to Fire an Employee

An Advisor’s Perspective on Prophets and Profits

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

How a Golf Outing Led to a $2 Million Client

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

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

Woody Brocks Challenge to Krugman and the Keynesians

Volume 7, Issue 24 - June 11, 2013

An Opportunity to Make a Contribution

Letters to the Editor

Best Practices for Business Development

Bursting the Bond Bubble Babble

A Better Alternative to Cap-Weighted Bond Indices

How Specialist Advisors Earn Twice as Much

Gundlach ? Dont Sell Your Bonds

Volume 7, Issue 25 - June 18, 2013

Letter to the Editor

Getting Your Team to Communicate Your “Story”

Cash, Profits and Misplaced Priorities

What Advisors Need to Know about Health-Care Planning

Three Time Bombs that Threaten Retirement Plans

Retirement Income Designations ? Which Should You Choose?

Help Clients Fill the Income Void

GMO’s Montier on Why to Hold Cash

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 27 - July 2, 2013

When the Boss’ Daughter Gets in the Way

Insiders Forum Conference Names Advisor Perspectives Exclusive Media Partner

The Practical Application of Behavioral Finance

Recent Volatility ? Noise, not Signal

Avoiding the Interest Rate Freight Train with Individual Bonds

Becoming the Safe Choice for Your Target Clients

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

Volume 7, Issue 28 - July 9, 2013

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

Letters to the Editor

Business Building for Advisors

Assessing Healthcare Expenses in Retirement

ENERGY MLPs: A Suitable and Sustainable Asset Class

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

Retirement Portfolios: Fears over Rising Rates are Overblown

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

Volume 7, Issue 29 - July 16, 2013

Herbert Huebscher (1926-2013)

Dealing with Over-needy Clients

Letters to the Editor

Is Your Firm Name Having an Identity Crisis?

Venerated Voices? Awards for the Second Quarter of 2013

How a Teenager and Skype Deepened Client Relationships

Three Ways to Spot a Liar

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

Volume 7, Issue 30 - July 23, 2013

Choosing Between Your Clients and Your Employees

The Limits of Flower Power

Taper Protection: Where to Go when Rates Rise

If Only Clients Came With Instruction Manuals

Fantasy versus Factors

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

The Price You Pay for Poor Management

Volume 7, Issue 31 - July 30, 2013

How to Change the Conversation with your Clients

A Strategy for Reducing Volatility While Increasing Returns

Revisiting “The Cost of Socially Responsible Investing”

Five Web Metrics Advisors Should Be Tracking

How to Fix the Flaws in Financial Planning

The Power of Diversification and Safe Withdrawal Rates

Volume 7, Issue 32 - August 6, 2013

Human Capital in the Digital Economy

Is China the New France?

Letters to the Editor

How to Host Targeted Client Seminars

Three Steps to Make your Business Grow

US Home Prices to Maintain Strong Momentum, Despite Higher Rates

Unlocking the Two Mysteries behind SPIAs

Volume 7, Issue 33 - August 13, 2013

A Better Way to Measure Systemic Risk

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

Letters to the Editor

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

Spooks, Romans, Lumberjacks, Lend Me Your Filters

Envisioning the Planning Firm of the Future

Volume 7, Issue 34 - August 20, 2013

Letters to the Editor

How Much Communication is Too Much?

How to Evaluate Event Marketing

Which Crowd? Mulling the Investment Wisdom of the Masses

Five Ways to Get Families to Talk About Finances

Target-Date Funds: Why Higher Equity Allocations Work

Volume 7, Issue 35 - August 27, 2013

Five Tips for Managing Stress

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

Five Essential Lessons from the Author of “Seven Habits”

Do Income-Oriented Portfolios Reduce Safe Withdrawal Rates?

The Price Clients Pay for Worst-Case Forecasts

Volume 7, Issue 36 - September 3, 2013

Letter to the Editor

Framing the Sales Component of the Advisory Profession

How a Menu of Services Generates Revenue

The Impact of Severe Drawdowns on Safe Withdrawal Rates

Getting Prospects to Respond to Your Emails

The Hidden Risk in Gold

Did Steve Jobs Really Build That?

Volume 7, Issue 37 - September 10, 2013

Did Steve Jobs Really Build That?

Letters to the Editor

Why Isn’t Our Practice Growing?

Three Traps to Avoid When Advising Couples

Should You Ditch Your Elevator Pitch?

A New Tool to Calculate Long-Term Care Needs

Why DFA’s New Research is Flawed

Volume 7, Issue 38 - September 17, 2013

The Debate on DFAs Research

Investing for Real People

Gundlach ? Where to Expect the Next Crisis

Letter to the Editor

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

How One Advisor Attracts HNW Clients

Dealing with Unmotivated Advisors

Where, Oh Where, is Ferdinand Pecora?

The Fiduciary Pyramid: Demystifying the Fiduciary Landscape

Volume 7, Issue 39 - September 24, 2013

Letters to the Editor

The Elements of a Successful Succession Plan

Why Bond Funds are Toxic for Your Portfolio

How the Roll-Down Effect Now Helps Bond Investors

Four Ways to Attract Affluent Clients

Michael Aronsteins Warning to Fund Investors

Why Retirees Should Choose DIAs over SPIAs

ENERGY MLPs: A Suitable and Sustainable Asset Class

William Bernstein ? “Stocks for the Long Run”

Volume 7, Issue 40 - September 27, 2013

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

Volume 7, Issue 41 - October 1, 2013

Letters to the Editor

When Employees Can’t Get Along

Is Your Marketing Message Putting Prospects to Sleep?

The Eight Principles of Value Investing

The Key Succession Issues for an Advisory Practice

The Looming Threat to China’s Economy

The Ultimate Income Portfolio Revisited

Money Can Buy Happiness

Volume 7, Issue 42 - October 7, 2013

Charles Wheelans Tips for Separating Economic Truth from Fiction

Volume 7, Issue 43 - October 8, 2013

When Your Succession Plan Is Derailed

Is Your Website Like a Toothbrush?

Four Lessons from Sport’s #1 Overachiever

Forecasting Bond Returns and Evaluating Bond Funds

The Futility of the Endowment Model

Volume 7, Issue 44 - October 15, 2013

Investing in the U.S. Energy Revolution

Letters to the Editor

Why You Need Video on Your Web Site

Why Customized Content Beats Canned Content

Five Ways Robo-advisors Will Change the Way Advisors Work

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

A Better Way to Measure Risk Tolerance

Is Gold Overpriced?

Volume 7, Issue 45 - October 22, 2013

Rolling Returns: A Better Way to Measure Performance

Inching Closer

Venerated Voices?

Revisiting the Debate Over the DFA Research

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

Managing Old-School Advisors

Bond Legend Dan Fuss on Rising Rates

Is Your Website Sending the Wrong Message?

Recession-Proof Your Marketing

Volume 7, Issue 46 - October 29, 2013

Defining the EM Corporate Bond Opportunity

Letters to the Editor

Six Tips for Better Communication

Seven Resources to Make You a Better Writer

How One Advisor Boosted His Team’s Performance

Puerto Rico: Always the money owing

Can Financial Engineering Cure Cancer?

Why Deficits Don?t Matter

Career Opportunities

Volume 7, Issue 47 - November 5, 2013

Letters to the Editor

How to Help Clients Who Hate the Holidays

Three Articles to Help Clients to Happy Retirements

Combating Climate Change - And Responding to Skeptics

Three Trends That Will Change the Game for Advisors

The Key Issues in Today’s Muni Bond Market

The Advisory Professions Best Web Sites

Volume 7, Issue 48 - November 12, 2013

Finding - and Keeping - Top Talent

What Twitter’s New Millionaires Can Learn From Google

Reflections on a Week in Cuba

Three Ways to Turn Casual Contacts into Clients

Investing Megatrends: New Technology

The Bomb Shelter Portfolio: Maximum Income with the Least Risk

Beware of Financial Plannings Misguided Rules-of-Thumb

Volume 7, Issue 49 - November 19, 2013

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

Letters to the Editor

The Quality that Predicts Success

Research from Yale on Commodities

New Research on How Much Clients can Spend in Retirement

Asset Class Allocation and Portfolios: Critique and Complication

Thoughts from Top Advisors on Building a Physician Niche

Some New Ideas for Holiday Gifts

Volume 7, Issue 50 - November 26, 2013

Letters to the Editor

Making Vendor Relationships Work Effectively

How to Develop a Fee Schedule

How to Leverage LinkedIn with 10 Minutes a Day

Why a Shrinking Deficit Means Lower Earnings

Second-Level Thinking: John Hussman Responds to Howard Marks

Volume 7, Issue 51 - December 3, 2013

How to Communicate Your Year-End Bonus Decisions

Coping with Sudden Power Syndrome

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

How to Keep Prospects from Stealing Your Ideas

Active Share. Toward a Stock Picker’s Market?

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

Why You Should Be Thinking About Quality Small-Caps

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

Volume 7, Issue 52 - December 10, 2013

Low Demand Will Depress Oil Prices

2 Unconventional Options in a Low Rate Environment

Best Practices for an Effective Teambuilding Exercise

Six Things Every Advisor Must Have on Their LinkedIn Profile

How Service Screw-ups Can Create Happier Clients

A Framework for Understanding Bond Portfolio Performance

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

Volume 7, Issue 53 - December 17, 2013

Five Strategies for a Rising-Rate Environment Revisited

Letter to the Editor

Making Brand Communication Work for Your Firm

How a Simple Sandwich Got a Top Prospects Attention

Optimizing Asset Location: Is It Worth the Effort?

Gundlach - Dont Plan on Tapering

Volume 7, Issue 54 - December 24, 2013

The Key to Creating Better Marketing Materials

Letter to the Editor

Calming an Uptight Partner

The Three Key Words in Client Conversations

How Much Should We Pay to Emit Carbon?

The Price America Pays for Global Leadership

Volume 7, Issue 55 - December 31, 2013

The 10 Most-Read Articles of 2013

The Ten Best Articles You Probably Missed

Making Your Research Pay Off in 2014

Organizing Principles for Disorganized Advisors

Letter to the Editor



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