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Dear Reader,
April 10, 2012 - Vol 6 No 15
Bob Veres, Editor, Inside Information and Bob Huebscher, CEO, Advisor Perspectives Are Hosting a Complimentary Webinar: How Advisors are Changing their Investment Strategies. The webinar will take place on April 11th at 4PM. Space is limited. Register today!
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 Flexible Strategies for Longevity Protection: Comparing Two Products
Products that guarantee income for life can be useful for retirement planning, but many clients also want flexibility and control over their investments. Two products that can meet these objectives are variable annuities with guaranteed lifetime withdrawal benefits (VA/GLWBs) and deferred income annuities (DIAs).
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Allocating to Real Assets: Why Diversification Matters
Sponsored Content by Cohen & Steers
One way to extend the long-term purchasing power of a traditional stock and bond portfolio is through an allocation to real assets. But individually, categories like commodities, natural resource equities and REITs can be volatile. Cohen & Steers meets the challenge with a focus on broad asset-class diversification.
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HBS Research: The Role of Business in Society
By Michael Edesess
Many people believe that society needs to change for market capitalism to be sustainable - and it turns out a surprising number of business leaders are among them. That's the finding of a recent series of forums, organized by three Harvard Business School professors. Based on these discussions, the HBS professors advance a bold proposal - that business itself - not government, or even public-spirited nonprofits - should lead the charge to make the necessary changes to our capitalist system.
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Career Opportunities
As a service to our clients, we are posting career opportunities for firms that seek to add financial advisors and planners to their staff. Five new opportunities added since last week.
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Paul Kasriel's Parting Thoughts on the Economy
By Robert Huebscher
Paul Kasriel, the chief economist at Northern Trust, will retire at the end of this month. In this interview, he explains why he is optimistic about the prospects for the US economy and why supposed headwinds - from the price of oil to the housing market - pose much less of a threat than most people believe.
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Three Lessons from an Unlikely Superstar
By Dan Richards
Jeremy Lin's story is not about the failure by NBA teams to recognize his potential; rather it's about three key traits that enabled Lin to elevate his play far beyond what anyone in the basketball world expected. And those traits apply to advisors just as much as they do to NBA stars.
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Super Macro - A Fundamental Timing Model
By Theodore Wong
Rather than endure losses in bear markets - as passive investors must - I have shown that a simple trend-following model dramatically improves results, most recently in an Advisor Perspectives article last month. Now it's time to extend my approach by showing how this methodology can be applied to fundamental indicators to further improve performance.
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Advisor Networking for Fun and Profit
By Wendy J. CookOver the years, I've seen what works well and what doesn't for advisors. I've noticed that even the best-intentioned, highest-minded advisor usually struggles if he or she operates in a vacuum.
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Down the Rabbit Hole of Cognitive Dissonance
By Mariko GordonWhat you see is not always what you get. It is easy to misinterpret signals and leap to the wrong conclusions, and it is vital to keep working until you get to the truth.
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Highlights from Market Commentaries
Here are the top three commentaries from last week.
 Too Little to Lock In
At present, investors have no reasonable incentive at all to "lock in" the prospective returns implied by current prices of stocks or long-term bonds.
Tags: Investment-Grade Bonds
Too Little to Lock In by John P. Hussman of Hussman Funds
 1Q 2012: Why The Rally Can Last
We're seeing one of those rare occasions when one of our predictions for the market as a whole worked out almost exactly the way we thought it would. For a while now, we have been noting the disjunct between the very negative and alarmist headlines and the more optimistic view our own analyses and contacts with managements were revealing. It seemed to us as early as last September that the economy was in better shape than the conventional wisdom was suggesting.
Tags: Equities US
1Q 2012: Why The Rally Can Last by Chuck Royce of Royce Funds
NewsLetter - April 2012
Although we continue to believe in the tenets of Modern Portfolio Theory, the concept is Buy-and-Manage not Buy-and-Forget. As a consequence, we made numerous adjustments to our strategic allocations over the years. And, consistent with our buy-and-manage philosophy, for the last few years weve been studying investment markets and have come to believe that long-term future returns are likely to be even lower then we estimated in 2002, market risk will be higher and the benefits from diversification less (i.e., correlations will be higher).
Tags: Equities US
NewsLetter - April 2012 by Harold Evensky of Evensky & Katz
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