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

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Newsletters 2013


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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