Articles 2012
Vol 6 no 1 (January 03, 2012)
New Measures of Risk (and why markets are now very fragile)
The Best of Carl Richards
How Top Execs Game Retirement Plans
Motivating Older Clients
Ghosts of Christmas Past
US Recession - An Opposing View
Letter to the Editor
Dale Mortensen on Addressing Unemployment - Video
Vol 6 no 2 (January 10, 2012)
The Misreading of Reinhart and Rogoff
Safe Withdrawal Rates: A Do-It-Yourself Approach
Gundlach on the Key Risk for Bond Investors
How an Advisor Doubled New Clients
Using the ECRI WLI to Flag Recessions
2011: The Famine That Followed the Feast That Followed the Fiasco
I Can See Clearly Now...
Vol 6 no 3 (January 17, 2012)
Martin Wolf on the Eurozone and Beyond
Video: A Portfolio (or Two) for a Binary World
Income Annuities versus GLWBs: A Product Comparison
GMO: Something's Fishy in China
An Essential Client Conversation Will I be able to pay for my hip replacement at age 85?
A Nobel Laureates View on the US A Debt Problem, but an Unemployment Crisis
A Nobel Laureates View on the US - A Debt Problem, but an Unemployment Crisis - Video
Further Improving the Use of the ECRI WLI
Letters to the Editor - the Misreading of Reinhart and Rogoff
Letter to the Editor - GLWBs
Vol 6 no 4 (January 24, 2012)
Michael Lewis on the True Depth of the Crisis in Europe
Reviewing (and Renewing) Our Case for Munis and Core Muni Funds
Beyond Reinhart and Rogoff
A Five-Minute Strategy to Achieve Key Goals
There's No Such Thing As Free Yield
The ETF Landscape: A Look Back at 2011's ETF Flows
Dale Mortensen on Addressing Unemployment
Must Bond Investors Fear Rising Interest Rates?
New Tools to Help Clients with Retirement Decisions
Letters to the Editor
Vol 6 no 5 (January 31, 2012)
Lacy Hunt on the Roadblock to Recovery
Bob Doll Believes the Recent Equities Rally Could Continue
Barry Eichengreen on the End of the Dollar
Barry Eichengreen on the End of the Dollar - Video
A 13-Point Plan for Top Clients
Why Target-Date Funds Fail
Letters to the Editor Reinhart and Rogoff
Vol 6 no 6 (February 07, 2012)
Jeremy Siegel, Rob Arnott and Other Experts Forecast Equity Returns
An Innovative Solution to Retirement Income
What Advisors Can Learn from Eli Manning: How to Conquer the Real Threat to Your Success
A Conversation that Tripled Referrals
Neel Kashkari on PIMCO's Equity Strategy
Letters to the Editor
Vol 6 no 7 (February 14, 2012)
The Greatest Anomaly in Finance'
The Safety-first, Goals-based Approach to Financial Planning
Boosting the Liquidity of the Market Engine: Horsepower vs. Torque
How to Measure Customer Loyalty
The Dividend Yield Love Affair
Recession: Just How Much Warning is Useful Anyway?
Is a Picture Worth a Thousand Basis Points?
Letters to the Editor
Vol 6 no 8 (February 21, 2012)
Woody Brock on Solving America's Fiscal Problems
David Rosenberg: "Searching for Certainty in a Sea of Uncertainty"
Gundlach: The Two Questions that Matter Most
The Conflict between Tactical Asset Allocation and Behavioral Finance
A Simple Email to Save a Client
Evaluating Popular Recession Indicators
Vol 6 no 9 (February 28, 2012)
Jim OShaughnessy: What Now Works on Wall Street
What's My Next Move? - Fixed Income Outlook
Woody Brock on Healthcare Reform and Trade Relations with China
Globalization: Its Saboteurs and Its Chicken Littles
The Problem with Target-Date Fund Glide Paths
A Simple Strategy to Triple Client Savings Rates
Communication Skills to Outperform Your Competitors
Letters to the Editor
Vol 6 no 10 (March 06, 2012)
New Tools to Manage Longevity Risk
The Biggest Celebrity Estate Planning Disasters
Five Business Tips from a Top Entrepreneur
Why Invest? - Part 2
Learn Long and Prosper
Letter to the Editor
Vol 6 no 11 (March 13, 2012)
How Do Spending Needs Evolve During Retirement?
Europe's Back-door QE: Good News for Global Bond Investors
Europe Needs a Good Crisis
Breakthrough Success Lies Outside your Comfort Zone
Concentrated Equity Triple Play Higher Returns, Lower Risk, Lower Correlations
The Gutenberg Economy
Investor Communications: Are You Upbeat, or Upfront?
Letter to the Editor - Tactical Asset Allocation v. Behavioral Finance
Vol 6 no 12 (March 20, 2012)
Jeremy Grantham: This Time is Different
Bob Rodriguez on the Dangers in Today's Markets
Hot Buttons that Motivate Prospects
Are You Spending Too Much Time in the Brine?
The Wages of Denial
A Look Back at the Performance of the Holy Grail
Vol 6 no 13 (March 27, 2012)
GMO: Two Questions We Can't Answer
Jack Bogle: The Triumph of the Index Fund
The Top Three Myths about Women Investors
The Secret to Motivating your Team
Success: The Enemy of Creativity
Questions of Character
Letter to the Editor Jeremy Grantham
Our Current Perspective on the Global Economic Outlook
Vol 6 no 14 (April 03, 2012)
Fewer, Richer, Greener: Why Jeremy Grantham is (Partly) Wrong
Senior Loans Attractively Priced Relative to High Yield
Gassed Up but No Place to Go
A Q1 Letter to Clients: Bernanke, Buffett and Siegel on the Prospects Ahead
Typically Boyish and Socially Unacceptable
Reigniting Your Passion for the Business
The Easy Money Saloon
Vol 6 no 15 (April 10, 2012)
Flexible Strategies for Longevity Protection: Comparing Two Products
Allocating to Real Assets: Why Diversification Matters
HBS Research: The Role of Business in Society
Paul Kasriel's Parting Thoughts on the Economy
Three Lessons from an Unlikely Superstar
Super Macro - A Fundamental Timing Model
Advisor Networking for Fun and Profit
Down the Rabbit Hole of Cognitive Dissonance
Vol 6 no 16 (April 17, 2012)
Rethinking Safe Withdrawal Rates: The Meaning of Failure
The Real Reason to Worry about Oil
Harold Evensky's Fiduciary Oath
Two Words to Get in Front of Prospects
The Rebalancing Problem
Muppet Capers
The Unemployment Rate: A Coincident Recession Indicator
Letters to the Editor
Vol 6 no 17 (April 20, 2012)
Venerated Voices Q1 2012 Awards
Vol 6 no 18 (April 24, 2012)
Bruce Greenwald on Structural Imbalances in the Economy
Gundlach - Two Dangers for Equity Markets
65+5+Dividends: The case for quality dividend stocks in the first five years of retirement
Why a 60/40 Portfolio isnt Diversified
The Number One Priority for Advisors
Letter to the Editor - Jeremy Grantham
Vol 6 no 19 (May 01, 2012)
Making the Right Wager on Client Longevity
Q2 Outlook:
Why MLPs Belong in Your Portfolio
A Proven Route to Business Breakthroughs
The Future of the Automobile
How to Respond to the Bachus-McCarthy Bill
The Asymmetric Value of Delaying Social Security Benefits
Another Story of Too Much Debt: Investing During Unsustainable Economic Conditions
Congress Needs to Stop a Dividend Tax Hike
Vol 6 no 20 (May 08, 2012)
Richard Bernstein: US Assets will Outperform over the Next Decade
Volatility: The "Godfather" Asset Class
Annuities versus Systematic Withdrawals: Understanding Tax Effects
Q2 Outlook: "Sell in May" May Not Work This Year
Mohamed El-Erian and David McWilliams: The Key to Resolving Europe's Crisis
Three Qualities that Define Top Performers
Why the Best Conductors Sent Us Home Early
The Adjusted Gold/XAU Ratio as an Indicator of Forward Returns for Gold Stocks - An Update
Can You Make Great Sushi Out of Crappy Fish?
Letter to the Editor
Vol 6 no 21 (May 15, 2012)
An Attack on Paul Krugman
Dividends: A Timeless Component of Equity Return
Lacy Hunt on Debt, Austerity and Recovery
James Montier on the Failures of Modern Finance
Optimizing Social Security Benefits
Ponzi's Children
The Surprising Way to Deepen Client Relationships
Letter to the Editor
Vol 6 no 22 (May 22, 2012)
David Rosenberg - I am not a Permabear
Niall Ferguson - The West's Six Killer Apps
Life-cycle Finance and the Dimensional Managed DC Pension
A 30-minute Investment that Landed Three New Clients
What History Tells Us about a Potential Greek Exit
Letter to the Editor
