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

Follow us on

    Last 14 days

Most Popular Articles


Most Popular Commentaries

    Last 12 Months

Most Popular Articles


Most Popular Commentaries

Newsletters 2013


Dec. 31, 2013 Our top ten articles for 2013 (plus another 10 you may have missed); Making your research pay off in 2014
Dec. 24, 2013 The price America pays for global leadership; How much should US firms pay for carbon emissions?; The three key words in client conversations
Dec. 17, 2013 Gundlach: Don't expect another taper tantrum; Optimizing asset location: Is it worth the effort?; How a sandwich got a top prospect's attention

Dec. 10, 2013 Comparing two top retirement-spending strategies; Forecasting bond fund performance; How service screw-ups create happier clients
Dec. 3, 2013 Jeremy Siegel - The market is 10% to 15% undervalued; Comparing two strategies: Good companies vs. cheap prices; How to keep prospects from stealing your ideas
Nov. 26, 2013 John Hussman responds to Howard Marks; Why shrinking deficits mean lower earnings; How to leverage LinkedIn with 10 minutes a day
Nov. 19, 2013 Howard Marks: "Equities under-owned and un-loved"; New insights on retirement spending; Yale prof: Commodities will return 7%
Nov. 12, 2013 Financial planning's flawed rules of thumb; The bomb shelter portfolio: 4%-plus income with low risk; Three ways to turn casual contacts into clients
Nov. 5, 2013 Veres: The best advisor websites; Three trends that will change the game for advisors; Harvard Business School's proposal on climate change
Oct. 29, 2013 Veres: Why deficits don't matter; MIT's Lo: Financial innovation can cure cancer; A change that boosted team performance
Oct. 22, 2013 Why back-testing creates flawed strategies; Bond legend Dan Fuss on rising rates; The DFA debate continues; How to build a better website
Oct. 15, 2013 Is gold overvalued?; A better way to measure risk tolerance; Mike Tyson on how investing and boxing are alike
Oct. 8, 2013 The futility of the endowment model; Predicting bond funds that will outperform; Four lessons from sport's top overachiever
Oct. 1, 2013 Surprise - Money CAN buy happiness; This year's ultimate income portfolio; The looming threat to China
Sep. 27, 2013 Special report: The key succession issues for an advisory practice
Sep. 24, 2013 Why Bill Bernstein likes stocks for the long run; Which is better - DIAs or SPIAs?; Michael Aronstein: The coming crisis in bond funds
Sep. 17, 2013 Gundlach: Where to expect the next crisis; Charles de Vaulx: "We have never been as cautiously positioned"; The debate on DFA's research
Sep. 10, 2013 Why DFA's research is flawed; A new tool to calculate long-term care needs; Should you ditch your elevator pitch?
Sep. 3, 2013 Did Steve Jobs really build that?; The hidden risk in gold; Getting prospects to respond to your email
Aug. 27, 2013 Bob Veres: The price clients pay for worst-case forecasts; Do income-oriented portfolios reduce safe withdrawal rates?
Aug. 20, 2013 The case for higher equity levels in retirement; Five ways to get families to talk about finances
Aug. 13, 2013 Bob Veres - The planning firm of the future; Want to get more credit for your hard work? Here's how; A better way to measure systemic risk
Aug. 6, 2013 Unlocking the two mysteries behind SPIAs; Three steps to make your business grow; Is China the new France?
July 30, 2013 Say goodbye to the 4% rule? Why the Wall Street Journal and New York Times are wrong; How to fix the flaws in financial planning
July 23, 2013 Bob Veres - The price your firm pays for poor management; Getting past "blah, blah, blah" when talking to prospects
July 16, 2013 Taleb: Protecting clients from fragile markets; Three ways to spot a liar; How a teenager and Skype deepened client relationships
July 9, 2013 Veres: The five best new investment ideas; Why rising rates don't threaten retirement portfolios; A mid-year letter for clients
July 2, 2013 Gundlach - June's one-word message from the markets; Becoming the safe choice for prospects; Why bonds beat bond funds when rates rise
June 25, 2013 Why inequality is good: Stiglitz versus Krugman; Strategies for the retirement red zone; The price your clients pay for safe withdrawal rates
June 18, 2013 Why GMO's James Montier wants to hold cash; Which retirement designation should you choose?; Three time bombs that threaten retirement plans
June 11, 2013 Gundlach - "Don't sell your bonds"; How specialist advisors double their income; The problem with cap-weighted bond indices
June 4, 2013 A challenge to Krugman and the Keynesians; Vincent Reinhart on growth and debt; How a billion-dollar advisor attracted new clients
May 28, 2013 Veres - Six reasons you're charging the wrong fees; Is austerity a bad idea?; False claims about state and local pensions
May 21, 2013 The price clients pay for socially responsible investing; Do annuities reduce bequest values?; How client requests are like returning a sweater to Sears
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
May 7, 2013 Niall Ferguson: Is the US a failing empire?; Bob Veres: Fact and fiction on breakaway brokers; A low-cost conservative portfolio for your clients
April 30, 2013 Veres: The biggest threat to advisors; Today's best way to protect retirement portfolios; David Stockman to America: "Sinners, Repent!"
April 16, 2013 Michael Pettis: China's dangerous debt spiral; Germany's big bet on renewable energy; Why landing clients is like dating
April 9, 2013 John Hussman - Why stock returns will be under 4%; Bob Veres - An innovation that will revolutionize financial planning
April 2, 2013 Traps in selecting active managers; Veres: How to maximize the value of your practice; Bernanke's motives behind quantitative easing
March 26, 2013 How to invest like Buffett; The right way to communicate your account minimum; Adapting the Yale model for clients
March 19, 2013 Putting GMO's ideas to work; Five steps to demonstrate your value today; Do SPIAs belong in a retirement portfolio?
March 12, 2013 Gundlach: Investors are asking the wrong question; Why bankers should have gone to jail; Three ways to turn referrals into clients
March 5, 2013 The danger of 'safe' withdrawal rates; Downton Abbey's warning to economists; Why consistency and conviction drive fund performancen
Feb 26, 2013 Does your fund selection add value?; Howard Marks: Only fools invest aggressively today; Five ways to improve portfolio construction
Feb 19, 2013 Tough times for Warren Buffett; Alan Greenspan: 'Equity risk premium near all-time high'; The 3 minutes that cost a million-dollar prospect
Feb 12, 2013 The most influential economist of our time; Veres - The biggest timesaver you've never heard of; The unseen peril in high-yield bonds
Feb 5, 2013 Can your advice beat Jim Cramer's?; Four steps to get in front of million-dollar prospects; Is Apple the next Microsoft?
Jan 29, 2013 Predicting asset class returns: Recommendations for advisors; Are planners worth the fees they charge?; How to hire the best people
Jan 22, 2013 Dylan Grice: Why I'm bearish in 2013; Six rules for surviving a bear market; Wally Weitz on value investing in the post-crisis era
Jan 15, 2013 Gundlach's predictions for 2013; Demographics and the decline of equity mutual funds; Template for a year-end client letter
Jan 8, 2013 What the market is saying about risk in 2013; Energy and the end of growth; Six lessons for advisors from the Mayo Clinic
Jan 2, 2013 Bob Veres - How to get the most from your investment committee; Behind the hype over fracking; Three steps to dynamite client events


Website by the Boston Web Company