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

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Articles 2013


Vol 8 no 1 (January 02, 2013)

Getting the Most from Your Investment Committee
Is Fracking a ‘Happy Solution’ to our Energy Needs?
Three Steps to Dynamite Client Events in 2013
How to Boost Your Team’s Morale
Brian McMahon on Thornburg’s Investment Income Builder Fund

Vol 8 no 2 (January 08, 2013)

A New Year’s Message from the Publisher
Should Bonuses be Tied to Performance?
2012: Resumption of the Stock Market Recovery
Six Lessons for Advisors from the Mayo Clinic
Energy and the End of Growth
The Forecast for Risk in 2013
Letter to the Editor

Vol 8 no 3 (January 15, 2013)

Gundlach’s Predictions for 2013
Demographics and the Decline of Equity Mutual Funds
Template for a Year-End Client Letter 2012 in Review: Learning from the Past, Looking to the Future
The Nothing That Is
Five Key Marketing Trends for Advisors in 2013
Courting Your Communications
Dealing with an Unreasonable Compliance Department
Letters to the Editor

Vol 8 no 4 (January 22, 2013)

Dylan Grice: Witch Hunts, Inflation Fears, and Why I’m Bearish in 2013
Sunglasses and Cockroaches – Six Rules for Surviving in a Bear Market
Wally Weitz on Value Investing in the Post-Crisis Era
How Being Efficient Makes You Less Effective
The Political Cliff
Venerated Voices
Overcoming a Lazy Coworker
Shoulder Pads and Supply Chains
Letter to the Editor

Vol 8 no 5 (January 29, 2013)

Predicting Asset Class Returns: Recommendations for Financial Planners
Are Planners Worth the Fees they Charge?
How to Hire the Best People
Your Most Important Resolution for 2013
Strategies for Speculating on the Crisis in Japan
Letter to the Investment Committee

Vol 8 no 6 (February 05, 2013)

Comparing Advisors to Jim Cramer: Measuring your Professional Alpha
How Much Should the US Spend on Healthcare?
Four Steps to Get in Front of Million-dollar Prospects
Apple the Next Microsoft…We Could Be So Lucky
Why Don’t Satisfied, Happy Clients Refer?
Letters to the Editor

Vol 8 no 7 (February 12, 2013)

The Milton Friedman Centenary: One Hundred Years of Surprisingly Little Solitude
The Best Tool You’ve Never Heard Of
Ten Minutes that Uncovers What’s Really Important to Prospects
Two Things about High-Yield Bonds Investors Must Understand Today
Staying Active on Social Media: Ten Ways to Generate Relevant Content on a Frequent Basis
Manage Your Time More Effectively with a Model Week
From Humdrum to WOW
Can a Salesperson Help – or Hurt?

Vol 8 no 8 (February 19, 2013)

Tough Times for Classic Value Investors
Alan Greenspan on the Market and the Global Economy
The Three Minutes that Cost a Million-Dollar Prospect
Six Recommendations for Working with Widows
Kyle Bass on Inflation and How to Protect Against It
How to Improve Your Presentation Skills
Asset Class Allocation and Portfolios
Ducks, Swans and Old People
Letter to the Editor

Vol 8 no 9 (February 26, 2013)

Can Advisors Add Value Through Fund Selection?
Howard Marks’ Warnings and How to Protect your Portfolio
Five Ways to Improve Your Investing Decision Making
What a 29-Year Old Can Teach You about Referrals
Are There Too Many Financial Advisors?

Vol 8 no 10 (March 05, 2013)

Breaking Free from the Safe Withdrawal Rate Paradigm: Extending the Efficient Frontier for Retiremen
Global Equities Update
What Economists can Learn from Downton Abbey
Selecting Truly Active Equity Funds
What to Say When a Friend Doesn’t Want to be a Client
You’re The Cream of the Crop: Key Findings from the 2012 Advisor Perspectives Reader Survey
Increasing Center-of-Influence Referrals
Letters to the Editor

Vol 8 no 11 (March 12, 2013)

Client Communication beyond the Newsletter
Letters to the Editor
Three Ways to Turn Referrals into Clients
Bill Ackman on What Makes a Great Investment
Gundlach: Investors are asking the Wrong Question
America’s Criminal Crony Capitalism
Musings of a Psychopath

Vol 8 no 12 (March 19, 2013)

Putting GMO’s Ideas to Work: Protected Leveraged Investing
Five Steps to Demonstrate Your Value Today
Understanding the Role of SPIAs in a Retirement Portfolio
Paul Matlack from Delaware Investments on the Direction of the Bond Market
How My Firm Hires Great Employees
Cutting Through Financial Jargon

Vol 8 no 13 (March 26, 2013)

How to Invest Like Buffett
A Cry for Help from Income Investors
How to Communicate Your Account Minimum
Adapting the Yale Model for Clients
Contagious: Why Things Catch On
When Employees Get Too Friendly with Clients

Vol 8 no 14 (April 02, 2013)

Choosing an Actively Managed Fund: What Works and What Doesn’t
The Most Important Practice Management Challenge
Bernanke’s Motives Behind Quantitative Easing
New Research on Investor Behavior
A Q1 Letter to Clients: Why Warren Buffett is Bullish on Stocks
The Online Advantage: Findings from the Advisor Perspectives Mutual Fund-Site Survey
When the Boss is the Bottleneck

Vol 8 no 15 (April 09, 2013)

Four Bold Innovations that will Revolutionize Financial Planning
John Hussman – Why Prospective Returns Are Low
The Myth of the Casually Competent Investor
Four Steps to Becoming the Primary Advisor for Top Clients
The Evidence that Emotion Dominates Market Pricing
Tips for Building a Compelling Web Site
The “Big Lie” of COI Referrals
Letter to the Editor
MLPs: Winning Streak Broken, Growth Story Intact

Vol 8 no 16 (April 16, 2013)

Michael Pettis - Can China Save Itself?
Will Germany Lead the World’s Energy Revolution?
Why Landing Clients is Like Dating – and Seven Other Rules for Prospecting
Using Behavioral Data to Earn Superior Returns
Making the Numbers
Dealing with an Obnoxious Wholesaler
Take Two Tylenol and Call Me in the Morning
Career Opportunities
Letter to the Editor

Vol 8 no 17 (April 23, 2013)

The New Challenges to Reinhart and Rogoff
Looking Back at Peak Oil: The Coming Crisis in Energy Supplies
How to Help Your Middle-Class Clients Retire
Investment Risk is the Chance of Underperformance
Venerated Voices™ Q1 2013
Enforcing an Office Dress Code
Create Mission and Vision Statements That Drive Your Business
Career Opportunities
Letters to the Editor

Vol 8 no 18 (April 30, 2013)

The Most Underappreciated Threat to the Advisory Business
The Best Solution for Protecting Retirement Portfolios: Put and Call Options versus GLWBs
Electric Vehicles: The Devil is in the Battery
Implementing Behavioral Portfolio Management
How to Make a Big Impact in the First 10 Minutes of Your Day
Best Practices for Following Up After a Prospecting Event
Letters to the Editor
Stockman to America: Sinners, Repent!

Vol 8 no 19 (May 07, 2013)

Niall Ferguson: Four Reasons Why the U.S. is Failing
Breakaway Brokers: What the Data Really Say
How to Construct a Low-Cost Conservative Portfolio
Mutual Fund Companies Need to Prepare for a Changing Environment Fund Industry Turbulence Ahead
The Satisfaction Gaps that Cost You Clients
Establishing the Matriarch of the Family Legacy
Eight Ways to Improve Your Relationship with Your Boss The Art of Managing Up
On Trees and Forests
Meredith Whitney – State-issued GO Muni Bonds are Safe

Vol 8 no 20 (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
Mohamed El-Erian: The Three-Speed Global Economy
Curing Smartphone Addiction
Framing the Referral Discussion
Letter to the Editor
Nassim Taleb on the Anti-Fragile Portfolio and the Benefits of Taking Risks

Vol 8 no 21 (May 21, 2013)

Measuring the Cost of Socially Responsible Investing
A Cry for Help from Income Investors
Do Annuities Reduce Bequest Values?
How Responding to Client Requests is Like Returning a Sweater to Sears
Social Media Best Practices: Slow and Steady Wins the Race
Five Tips for Winning in the “Trust and Value” Economy
Does Your Firm Need a COO?
A CFA and Three CPAs Walked into a Room...

Vol 8 no 22 (May 28, 2013)

Career Opportunities
Six Reasons You’re Charging the Wrong Fees
Economic Climate Change & the Long-Term View on Yields
Is Austerity a Bad Idea?
State and Local Pensions: What Now?
The Perfect Team Meeting to Start Your Week
Decisive: How to Make Better Choices in Life and Work
Solving the Public Pension Plan Funding Crisis
When Your Coworkers Don’t Measure Up
The Retirement Savings Shortfall – Are Financial Advisors at Fault?
Letter to the Editor

Vol 8 no 23 (June 04, 2013)

Woody Brock’s Challenge to Krugman and the Keynesians
Vincent Reinhart on Debt and Growth in the U.S. and Japan
Exposing False Claims about Socially Responsible Investing A Response to Adler and Kritzman
How a Golf Outing Led to a $2 Million Client
Bob Pozen’s Secrets for Managing Clients, Time and Productivity
An Advisor’s Perspective on Prophets and Profits
When You Have to Fire an Employee
Your Value Proposition: A Precursor to the Elevator Pitch

Vol 8 no 24 (June 11, 2013)

Gundlach – Don’t Sell Your Bonds
How Specialist Advisors Earn Twice as Much
A Better Alternative to Cap-Weighted Bond Indices
Bursting the Bond Bubble Babble
Best Practices for Business Development
Letters to the Editor
An Opportunity to Make a Contribution

Vol 8 no 25 (June 18, 2013)

GMO’s Montier on Why to Hold Cash
Help Clients Fill the Income Void
Retirement Income Designations – Which Should You Choose?
Three Time Bombs that Threaten Retirement Plans
What Advisors Need to Know about Health-Care Planning
Cash, Profits and Misplaced Priorities
Getting Your Team to Communicate Your “Story”
Letter to the Editor

Vol 8 no 26 (June 25, 2013)

The Great Debate on Inequality: Stiglitz versus Krugman
Strategies for the Retirement Red Zone
The Price Your Clients Pay for Using Safe Withdrawal Rates
Three Simple Ways to Ensure Clients Retain Key Messages
Measuring the ROI of Advisor Marketing
Letters to the Editor

Vol 8 no 27 (July 02, 2013)

Gundlach’s One-Word Explanation for June’s Decline
Becoming the Safe Choice for Your Target Clients
Avoiding the Interest Rate Freight Train with Individual Bonds
Recent Volatility – Noise, not Signal
The Practical Application of Behavioral Finance
Insider’s Forum Conference Names Advisor Perspectives Exclusive Media Partner
When the Boss’ Daughter Gets in the Way

Vol 8 no 28 (July 09, 2013)

The Five Best New Investment Ideas: New Age Paradigms for the Post-MPT World
Retirement Portfolios: Fears over Rising Rates are Overblown
A Mid-Year Letter to Clients: A Positive Outlook on America
ENERGY MLPs: A Suitable and Sustainable Asset Class
Assessing Healthcare Expenses in Retirement
Business Building for Advisors
Letters to the Editor
U.S. Stocks Continue to Dominate – What’s Next?

Vol 8 no 29 (July 16, 2013)

Nassim Nicholas Taleb: To Prevail in an Uncertain World, Get Convex
Three Ways to Spot a Liar
How a Teenager and Skype Deepened Client Relationships
Venerated Voices™ Awards for the Second Quarter of 2013
Is Your Firm Name Having an Identity Crisis?
Letters to the Editor
Dealing with Over-needy Clients
Herbert Huebscher (1926-2013)

Vol 8 no 30 (July 23, 2013)

Getting Past “Blah, Blah, Blah” When Talking to Prospects
The Price You Pay for Poor Management
Fantasy versus Factors
If Only Clients Came With Instruction Manuals
Taper Protection: Where to Go when Rates Rise
The Limits of Flower Power
Choosing Between Your Clients and Your Employees

Vol 8 no 31 (July 30, 2013)

The Power of Diversification and Safe Withdrawal Rates
How to Fix the Flaws in Financial Planning
Five Web Metrics Advisors Should Be Tracking
Revisiting “The Cost of Socially Responsible Investing”
A Strategy for Reducing Volatility While Increasing Returns
How to Change the Conversation with your Clients

Vol 8 no 32 (August 06, 2013)

Unlocking the Two Mysteries behind SPIAs
US Home Prices to Maintain Strong Momentum, Despite Higher Rates
Three Steps to Make your Business Grow
How to Host Targeted Client Seminars
Letters to the Editor
Is China the New France?
Human Capital in the Digital Economy

Vol 8 no 33 (August 13, 2013)

Envisioning the Planning Firm of the Future
Spooks, Romans, Lumberjacks, Lend Me Your Filters
Asking for Referrals when Your Performance is Lagging
Why Clients Don’t Give You Credit for Your Hard Work – And What to do About it
Letters to the Editor
Quantitative Easing for Regular Folks: Three Lessons from the New York Times
A Better Way to Measure Systemic Risk

Vol 8 no 34 (August 20, 2013)

Target-Date Funds: Why Higher Equity Allocations Work
Five Ways to Get Families to Talk About Finances
Which Crowd? Mulling the Investment Wisdom of the Masses
How to Evaluate Event Marketing
How Much Communication is Too Much?
Letters to the Editor

Vol 8 no 35 (August 27, 2013)

The Price Clients Pay for Worst-Case Forecasts
Do Income-Oriented Portfolios Reduce Safe Withdrawal Rates?
Five Essential Lessons from the Author of “Seven Habits”
Why Bad Decisions Happen to Good People: An Introduction to Behavioral Finance
Five Tips for Managing Stress

Vol 8 no 36 (September 03, 2013)

Did Steve Jobs Really Build That?
The Hidden Risk in Gold
Getting Prospects to Respond to Your Emails
The Impact of Severe Drawdowns on Safe Withdrawal Rates
How a Menu of Services Generates Revenue
Framing the Sales Component of the Advisory Profession
Letter to the Editor

Vol 8 no 37 (September 10, 2013)

Why DFA’s New Research is Flawed
A New Tool to Calculate Long-Term Care Needs
Should You Ditch Your Elevator Pitch?
Three Traps to Avoid When Advising Couples
Why Isn’t Our Practice Growing?
Letters to the Editor
Did Steve Jobs Really Build That?

Vol 8 no 38 (September 17, 2013)

The Fiduciary Pyramid: Demystifying the Fiduciary Landscape
Where, Oh Where, is Ferdinand Pecora?
Dealing with Unmotivated Advisors
How One Advisor Attracts HNW Clients
Charles de Vaulx: “We Have Never Been as Cautiously Positioned”
Letter to the Editor
Gundlach – Where to Expect the Next Crisis
Investing for Real People
The Debate on DFA’s Research

Vol 8 no 39 (September 24, 2013)

William Bernstein – “Stocks for the Long Run”
ENERGY MLPs: A Suitable and Sustainable Asset Class
Why Retirees Should Choose DIAs over SPIAs
Michael Aronstein’s Warning to Fund Investors
Four Ways to Attract Affluent Clients
How the Roll-Down Effect Now Helps Bond Investors
Why Bond Funds are Toxic for Your Portfolio
The Elements of a Successful Succession Plan
Letters to the Editor

Vol 8 no 40 (September 27, 2013)

Achievement Awards Announced at the 2013 Insider’s Forum Conference and Leadership Forum

Vol 8 no 41 (October 01, 2013)

Money Can Buy Happiness
The Ultimate Income Portfolio Revisited
The Looming Threat to China’s Economy
The Key Succession Issues for an Advisory Practice
The Eight Principles of Value Investing
Is Your Marketing Message Putting Prospects to Sleep?
When Employees Can’t Get Along
Letters to the Editor

Vol 8 no 42 (October 07, 2013)

Charles Wheelan’s Tips for Separating Economic Truth from Fiction

Vol 8 no 43 (October 08, 2013)

The Futility of the Endowment Model
Forecasting Bond Returns and Evaluating Bond Funds
Four Lessons from Sport’s #1 Overachiever
Is Your Website Like a Toothbrush?
When Your Succession Plan Is Derailed

Vol 8 no 44 (October 15, 2013)

Is Gold Overpriced?
A Better Way to Measure Risk Tolerance
A Q3 client letter: Mike Tyson on Sticking to Your Plan
Five Ways Robo-advisors Will Change the Way Advisors Work
Why Customized Content Beats Canned Content
Why You Need Video on Your Web Site
Letters to the Editor
Investing in the U.S. Energy Revolution

Vol 8 no 45 (October 22, 2013)

Recession-Proof Your Marketing
Is Your Website Sending the Wrong Message?
Bond Legend Dan Fuss on Rising Rates
Managing Old-School Advisors
How Many Monkeys Does it Take to Find a Successful Strategy?
Revisiting the Debate Over the DFA Research
Venerated Voices™
Inching Closer
Rolling Returns: A Better Way to Measure Performance

Vol 8 no 46 (October 29, 2013)

Career Opportunities
Defining the EM Corporate Bond Opportunity
Why Deficits Don’t Matter
Can Financial Engineering Cure Cancer?
Puerto Rico: “Always the money owing”
How One Advisor Boosted His Team’s Performance
Seven Resources to Make You a Better Writer
Six Tips for Better Communication
Letters to the Editor

Vol 8 no 47 (November 05, 2013)

The Advisory Profession’s Best Web Sites
The Key Issues in Today’s Muni Bond Market
Three Trends That Will Change the Game for Advisors
Combating Climate Change - And Responding to Skeptics
Three Articles to Help Clients to Happy Retirements
How to Help Clients Who Hate the Holidays
Letters to the Editor

Vol 8 no 48 (November 12, 2013)

Beware of Financial Planning’s Misguided Rules-of-Thumb
The Bomb Shelter Portfolio: Maximum Income with the Least Risk
Investing Megatrends: New Technology
Three Ways to Turn Casual Contacts into Clients
Reflections on a Week in Cuba
What Twitter’s New Millionaires Can Learn From Google
Finding - and Keeping - Top Talent

Vol 8 no 49 (November 19, 2013)

Some New Ideas for Holiday Gifts
Thoughts from Top Advisors on Building a Physician Niche
Asset Class Allocation and Portfolios: Critique and Complication
New Research on How Much Clients can Spend in Retirement
Research from Yale on Commodities
The Quality that Predicts Success
Letters to the Editor
Howard Marks: Equities are Under-owned and Un-loved

Vol 8 no 50 (November 26, 2013)

Second-Level Thinking: John Hussman Responds to Howard Marks
Why a Shrinking Deficit Means Lower Earnings
How to Leverage LinkedIn with 10 Minutes a Day
How to Develop a Fee Schedule
Making Vendor Relationships Work Effectively
Letters to the Editor

Vol 8 no 51 (December 03, 2013)

Jeremy Siegel - The Market is 10% to 15% Undervalued
Why You Should Be Thinking About Quality Small-Caps
Why Does the U.S. Have High-Cost Low-Quality Healthcare?
Active Share. Toward a Stock Picker’s Market?
How to Keep Prospects from Stealing Your Ideas
What Matters More When Investing: A Good Company or Good Price?
Coping with Sudden Power Syndrome
How to Communicate Your Year-End Bonus Decisions

Vol 8 no 52 (December 10, 2013)

How Much Can Clients Spend in Retirement? A Test of the Two Most Prominent Approaches
A Framework for Understanding Bond Portfolio Performance
How Service Screw-ups Can Create Happier Clients
Six Things Every Advisor Must Have on Their LinkedIn Profile
Best Practices for an Effective Teambuilding Exercise
2 Unconventional Options in a Low Rate Environment
Low Demand Will Depress Oil Prices

Vol 8 no 53 (December 17, 2013)

Gundlach - Don’t Plan on Tapering
Optimizing Asset Location: Is It Worth the Effort?
How a Simple Sandwich Got a Top Prospect’s Attention
Making Brand Communication Work for Your Firm
Letter to the Editor
Five Strategies for a Rising-Rate Environment Revisited

Vol 8 no 54 (December 24, 2013)

The Price America Pays for Global Leadership
How Much Should We Pay to Emit Carbon?
The Three Key Words in Client Conversations
Calming an Uptight Partner
Letter to the Editor
The Key to Creating Better Marketing Materials

Vol 8 no 55 (December 31, 2013)

The 10 Most-Read Articles of 2013
The Ten Best Articles You Probably Missed
Making Your Research Pay Off in 2014
Organizing Principles for Disorganized Advisors
Letter to the Editor


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