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

Newsletters 2013


Dec. 31, 2013 Our top ten articles for 2013 (plus another 10 you may have missed); Making your research pay off in 2014
Dec. 24, 2013 The price America pays for global leadership; How much should US firms pay for carbon emissions?; The three key words in client conversations
Dec. 17, 2013 Gundlach: Don't expect another taper tantrum; Optimizing asset location: Is it worth the effort?; How a sandwich got a top prospect's attention

Dec. 10, 2013 Comparing two top retirement-spending strategies; Forecasting bond fund performance; How service screw-ups create happier clients
Dec. 3, 2013 Jeremy Siegel - The market is 10% to 15% undervalued; Comparing two strategies: Good companies vs. cheap prices; How to keep prospects from stealing your ideas
Nov. 26, 2013 John Hussman responds to Howard Marks; Why shrinking deficits mean lower earnings; How to leverage LinkedIn with 10 minutes a day
Nov. 19, 2013 Howard Marks: "Equities under-owned and un-loved"; New insights on retirement spending; Yale prof: Commodities will return 7%
Nov. 12, 2013 Financial planning's flawed rules of thumb; The bomb shelter portfolio: 4%-plus income with low risk; Three ways to turn casual contacts into clients
Nov. 5, 2013 Veres: The best advisor websites; Three trends that will change the game for advisors; Harvard Business School's proposal on climate change
Oct. 29, 2013 Veres: Why deficits don't matter; MIT's Lo: Financial innovation can cure cancer; A change that boosted team performance
Oct. 22, 2013 Why back-testing creates flawed strategies; Bond legend Dan Fuss on rising rates; The DFA debate continues; How to build a better website
Oct. 15, 2013 Is gold overvalued?; A better way to measure risk tolerance; Mike Tyson on how investing and boxing are alike
Oct. 8, 2013 The futility of the endowment model; Predicting bond funds that will outperform; Four lessons from sport's top overachiever
Oct. 1, 2013 Surprise - Money CAN buy happiness; This year's ultimate income portfolio; The looming threat to China
Sep. 27, 2013 Special report: The key succession issues for an advisory practice
Sep. 24, 2013 Why Bill Bernstein likes stocks for the long run; Which is better - DIAs or SPIAs?; Michael Aronstein: The coming crisis in bond funds
Sep. 17, 2013 Gundlach: Where to expect the next crisis; Charles de Vaulx: "We have never been as cautiously positioned"; The debate on DFA's research
Sep. 10, 2013 Why DFA's research is flawed; A new tool to calculate long-term care needs; Should you ditch your elevator pitch?
Sep. 3, 2013 Did Steve Jobs really build that?; The hidden risk in gold; Getting prospects to respond to your email
Aug. 27, 2013 Bob Veres: The price clients pay for worst-case forecasts; Do income-oriented portfolios reduce safe withdrawal rates?
Aug. 20, 2013 The case for higher equity levels in retirement; Five ways to get families to talk about finances
Aug. 13, 2013 Bob Veres - The planning firm of the future; Want to get more credit for your hard work? Here's how; A better way to measure systemic risk
Aug. 6, 2013 Unlocking the two mysteries behind SPIAs; Three steps to make your business grow; Is China the new France?
July 30, 2013 Say goodbye to the 4% rule? Why the Wall Street Journal and New York Times are wrong; How to fix the flaws in financial planning
July 23, 2013 Bob Veres - The price your firm pays for poor management; Getting past "blah, blah, blah" when talking to prospects
July 16, 2013 Taleb: Protecting clients from fragile markets; Three ways to spot a liar; How a teenager and Skype deepened client relationships
July 9, 2013 Veres: The five best new investment ideas; Why rising rates don't threaten retirement portfolios; A mid-year letter for clients
July 2, 2013 Gundlach - June's one-word message from the markets; Becoming the safe choice for prospects; Why bonds beat bond funds when rates rise
June 25, 2013 Why inequality is good: Stiglitz versus Krugman; Strategies for the retirement red zone; The price your clients pay for safe withdrawal rates
June 18, 2013 Why GMO's James Montier wants to hold cash; Which retirement designation should you choose?; Three time bombs that threaten retirement plans
June 11, 2013 Gundlach - "Don't sell your bonds"; How specialist advisors double their income; The problem with cap-weighted bond indices
June 4, 2013 A challenge to Krugman and the Keynesians; Vincent Reinhart on growth and debt; How a billion-dollar advisor attracted new clients
May 28, 2013 Veres - Six reasons you're charging the wrong fees; Is austerity a bad idea?; False claims about state and local pensions
May 21, 2013 The price clients pay for socially responsible investing; Do annuities reduce bequest values?; How client requests are like returning a sweater to Sears
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
May 7, 2013 Niall Ferguson: Is the US a failing empire?; Bob Veres: Fact and fiction on breakaway brokers; A low-cost conservative portfolio for your clients
April 30, 2013 Veres: The biggest threat to advisors; Today's best way to protect retirement portfolios; David Stockman to America: "Sinners, Repent!"
April 16, 2013 Michael Pettis: China's dangerous debt spiral; Germany's big bet on renewable energy; Why landing clients is like dating
April 9, 2013 John Hussman - Why stock returns will be under 4%; Bob Veres - An innovation that will revolutionize financial planning
April 2, 2013 Traps in selecting active managers; Veres: How to maximize the value of your practice; Bernanke's motives behind quantitative easing
March 26, 2013 How to invest like Buffett; The right way to communicate your account minimum; Adapting the Yale model for clients
March 19, 2013 Putting GMO's ideas to work; Five steps to demonstrate your value today; Do SPIAs belong in a retirement portfolio?
March 12, 2013 Gundlach: Investors are asking the wrong question; Why bankers should have gone to jail; Three ways to turn referrals into clients
March 5, 2013 The danger of 'safe' withdrawal rates; Downton Abbey's warning to economists; Why consistency and conviction drive fund performancen
Feb 26, 2013 Does your fund selection add value?; Howard Marks: Only fools invest aggressively today; Five ways to improve portfolio construction
Feb 19, 2013 Tough times for Warren Buffett; Alan Greenspan: 'Equity risk premium near all-time high'; The 3 minutes that cost a million-dollar prospect
Feb 12, 2013 The most influential economist of our time; Veres - The biggest timesaver you've never heard of; The unseen peril in high-yield bonds
Feb 5, 2013 Can your advice beat Jim Cramer's?; Four steps to get in front of million-dollar prospects; Is Apple the next Microsoft?
Jan 29, 2013 Predicting asset class returns: Recommendations for advisors; Are planners worth the fees they charge?; How to hire the best people
Jan 22, 2013 Dylan Grice: Why I'm bearish in 2013; Six rules for surviving a bear market; Wally Weitz on value investing in the post-crisis era
Jan 15, 2013 Gundlach's predictions for 2013; Demographics and the decline of equity mutual funds; Template for a year-end client letter
Jan 8, 2013 What the market is saying about risk in 2013; Energy and the end of growth; Six lessons for advisors from the Mayo Clinic
Jan 2, 2013 Bob Veres - How to get the most from your investment committee; Behind the hype over fracking; Three steps to dynamite client events


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