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

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Newsletters 2011


Dec 27 2011 The top 10 articles for 2011 (plus another 10 you may have missed); Vitaliy Katsenelson on Krugman's missed call
Dec 20 2011 Gundlach on the key economic threat; Build your own low-cost indexed annuity; Dennis Gartman - 'Get on the sidelines on gold'
Dec 13 2011 Guaranteed Withdrawal Benefits: The illusion of protection; Why 60 Minutes was dead wrong on insider trading; Five steps to succeed in the retirement market

Dec 6, 2011 Why Shiller and Soros may be wrong on a big bet; The unspoken truth about hedge funds; Two questions to motivate your assistant
Nov 29, 2011 Jeremy Siegel - 'Equity risk premium twice historical average'; Volatility and lessons from the past; Do you really understand rates of return?
Nov 22, 2011 Krugman v Summers: Will the US mirror Japan?; Morningstar's attempt to predict performance; Our investment survey results
Nov 15, 2011 Are TIPS really safe and worry-free? Michael Aronstein on today's key macro trends; Minimize relationships at your peril
Nov 8, 2011 Why Bill Gross lowered his forecast; New research questions the 4% withdrawal rate; Two DC insiders on key tax legislation
Nov 1, 2011 What all small cap investors need to know; Are European equities cheap enough?; Questions about Non-traded REITs
Oct 25, 2011 Gundlach - Markets aren't cheap Miccolis, Bengen and Evensky on portfolio construction; Ken Jennings, Watson and the next intellectual breakthrough; Key questions for Bill Gross
Oct 18, 2011 Gundlach - Markets aren't cheap enough; Dan Fuss - The unspoken problem with bonds; How to fix our dysfunctional tax code
Oct 11, 2011 Where Obama's economic team got it wrong; Tom Friedman - What the US needs to do now; Why Morningstar style boxes hurt more than help
Oct 4, 2011 Value investing lessons from Moneyball; Gundlach on the coming crisis; The energy expert you shouldn't trust; Two minutes that cost a client
Sep 27, 2011 Reexamining Bill Gross' decision to sell Treasury bonds; New research on attracting HNW clients; Buying opportunity in corporate bonds
Sep 20, 2011 Counterparty risk in total-return funds; What dividends say about US equity returns; A simple email that attracted new clients
Sep 13, 2011 Why experienced managers handicap performance; The unspoken truth about hedge funds; Exchange-traded products and their hidden risks
Sep 6, 2011 Byron Wien revisits his predictions for 2011; Bob Veres: A challenge to Dan Ariely; Five strategies for a sideways market
Aug 30, 2011 Why Dave Rosenberg likes high-yield bonds; What to tell clients today; Four scenarios for the economy and stock prices
Aug 23, 2011 The simplest, safest withdrawal strategy; A cautionary note to gold bugs; Why investors are 'mad as hell,' and what to do about it
Aug 16, 2011 Gundlach - The cusp of a global banking panic; A compelling case for optimism; A commentary on the correction
Aug 9, 2011 New insights for HNW portfolios; A Bob Veres client letter on the S&P downgrade; How regulation stifles growth: Lessons from the Far East
Aug 2, 2011 Improving on the Ultimate Income Portfolio; Winning the deficit endgame; Seven implications of the coming retirement revolution
July 26, 2011 How Rob Arnott and Jeremy Grantham view risk; Protecting portfolios against inflation; Ten minutes to better client meetings
July 19, 2011 Why Bernanke is wrong on the debt ceiling; Getting clients to buy into annuities; A better method to predict market returns
July 12, 2011 Harold Evensky on the new rules for wealth management; Using Buffet, Gross and Siegel in a Q2 client letter; The real story behind bond yields
July 5, 2011 No more stupid forecasts; Essential summer viewing - Desperate Households and more; A million-dollar meeting gone wrong
June 28, 2011 An important challenge to 'Stocks for the long run'; What if you outlive your SWR horizon?; How to get in front of HNW prospects
June 21, 2011 Acting on Jeremy Grantham's advice; A worst-case scenario for Greece; How to answer your clients' toughest question
June 14, 2011 Fairholme's Berkowitz - Ignoring the crowd on financials; New research from Fama and French; The consequences of policy failure
June 7, 2011 New challenges for the endowment model; The best way to start a client meeting; How to waste your Internet time effectively
May 31, 2011 Caution: Flawed research on equity-indexed annuities; Two steps to double client event turnout
May 24, 2011 Robert Shiller: I'm betting the farm; How to build a low-risk high-income portfolio; A sentence that tripled referrals
May 17, 2011 Is Japan headed for hyperinflation?; Emerging market inflation and its geopolitical impact; Four steps to a top-performing team
May 10, 2011 Howard Marks on succeeding unconventionally; The long-term bullish forecast for housing; A troubling red flag for advisors
May 3, 2011 My breakfast with Dave - why he likes bonds; Gary Shilling - Five things that can derail the recovery; Martin Barnes - How safe is the equity market?
April 26, 2011 Why demographics will drive global growth; Ethics among thieves -the movie Inside Job reviewed; A unique way to engage key clients
April 19, 2011 Gundlach's contrary view - Treasuries will rally post QE2; Insuring against market declines; Four ways to make recommendations stick
April 12, 2011 Ten trends that will reshape the fund industry - and what they mean to investors; A value veteran on why global is the place to be
April 5, 2011 PIMCO's disappointing new initiative; Another nail in the efficient market coffin; A Q1 client letter - 2 key lessons from Japan
March 29, 2011 GMO's market outlook: "Disappointingly overvalued"; Inflation versus deflation: Two experts disagree; A call that will blow clients away
March 22, 2011 Groundhog decade ahead? A 10-year forecast for equities; Gundlach on being misquoted in Barron's; What to fear in the Permanent Portfolio
March 15, 2011 Why Mason Hawkins and Staley Cates like commodities - but not financials or gold; Nine words that saved $600,000
March 8, 2011 What today's #1 economist worries about most; Five ways to connect with retired boomers; The clued-in, the clueless, the oblivious and the conflicted
March 1, 2011 Why Ibbotson and Morningstar are wrong about variable annuities with GMWBs; Eight key lessons from an Oscar winner
Feb. 22, 2011 Bruce Berkowitz: "Is investing in banks like Russian roulette?"; Two Nobel laureates on talking to clients about risk; Stop wasting money on client communication
Feb. 15, 2011 Evensky, Bernstein, Arnott et al.: How to Understand Risk; New tools to handle Black Swan events; Dealing with clients who make you livid
Feb. 8, 2011 Why the 60-40 bond allocation fails - and what to do about it; More on why Meredith Whitney is dead wrong; The key to effective communication
Feb. 1, 2011 Krugman and Mankiw: "Can economics save the economy?"; The inflation the Fed fears most; Four ways to get prospects off the fence
Jan. 25, 2011 New evidence of the power of dividends; A compelling argument for tactical asset allocation; Beyond the efficient market hypothesis
Jan. 18, 2011 Why Meredith Whitney is wrong; Richard Bernstein: The antidote to pessimism: Gundlach: The greatest opportunity for the next two years
Jan. 11, 2011 A Bold Forecast for Consumer Spending; Market Timing vs. Tactical Asset Allocation; Structuring Meetings for Maximum Impact
Jan. 4, 2011 Building a better income portfolio; The alternative to face-to-face meetings; Another decade of sideways markets?


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