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

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Newsletters 2012


May 22, 2012 David Rosenberg - A big recession in 2013?; Niall Ferguson - The end of Western dominance; A look at DFA's life-cycle finance offering
May 15, 2012 An attack on Paul Krugman; Lacy Hunt on debt, austerity and recovery; GMO's Montier on the failures of modern finance
May 8, 2012 Richard Bernstein: Why the US will outperform; The after-tax story on annuities; El-Erian and McWilliams - The Key to Resolving Europe's Crisis

May 1, 2012 The surprising strategy for the last phase of retirement; An investment that belongs in every diversified portfolio
Apr 24, 2012 Gundlach - Two dangers for equity markets; Bruce Greenwald on structural imbalances in the economy; Why 60/40 isn't diversified
Apr 17, 2012 Rethinking safe withdrawal rates; Hidden risks - What the media misses on oil prices; Harold Evensky - Frank talk on being a fiduciary
Apr 10, 2012 Longevity protection faceoff - GWLBs vs annuities; Parting words from a #1 forecaster; HBS research - A radical change in the role of business
Apr 3, 2012 Fewer, richer, greener: Why Jeremy Grantham is (partly) wrong; A warning on natural gas; An end-of-quarter letter for clients
Mar 27, 2012 GMO: When neither bonds nor stocks look appealing; Jack Bogle The triumph of the index fund; The fallacies that hurt you with female clients
Mar 20, 2012 Jeremy Grantham - Why this time REALLY is different; Bob Rodriguez - Dangers in the US market; Hot buttons that motivate prospects
Mar 13, 2012 Challenging the thinking on retirement spending; Europe needs a good crisis; Breakthrough success lies outside your comfort zone
Mar 6, 2012 New tools to manage longevity risk; The biggest celebrity estate planning disasters; Five tips from a top entrepreneur
Feb 28, 2012 Jim OShaughnessy: What Works Now on Wall Street; Woody Brock on China and healthcare; How to triple client savings rates
Feb 21, 2012 Latest insights from Woody Brock, David Rosenberg and Jeffrey Gundlach; A big flaw in tactical asset allocation
Feb 14, 2012 The greatest anomaly in finance; A critical look at Zvi Bodies safety-first approach; Boosting the liquidity of the market engine
Feb 7, 2012 Equity forecasts from Jeremy Siegel and Rob Arnott; Two overlooked solutions to retirement income; What advisors can learn from Eli Manning
Jan 31, 2012 Lacy Hunt on the roadblock to recovery; The end of the dollar?; A 13-point plan that engages top clients
Jan 24, 2012 Michael Lewis on the true depth of the crisis in Europe; Beyond Reinhart and Rogoff; A five-minute strategy to achieve key goals
Jan 17, 2012 Martin Wolf on the Eurozone and beyond; A better option than GLWBs?; GMO's forecast for China
Jan 10, 2012 The misreading of Reinhart and Rogoff; New insights on safe withdrawal rates; Gundlach on the key risk for bond investors
Jan 3, 2012 Caution - fragile markets ahead; The best of Carl Richards; How top execs game retirement plans


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