Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read articles for the past year here. Below are another 10 that you might have missed, but I believe merit reading:
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The Five Best New Investment Ideas
By Bob Veres
July 9, 2013
Over the past four years, I've been collecting the most tangible, concrete post-Modern Portfolio Theory insights offered by professional investors.
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Six Reasons You're Charging the Wrong Fees
By Bob Veres
May 28, 2013
My research has explored the spectrum of advisory fees in considerable detail, and has allowed advisors to compare their fee structures with professional norms, evolving trends and the input of advisors around the country. Here are the six biggest oddities I discovered – each of which is a clear sign that advisors are not charging as much as they should.
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Three Ways to Spot a Liar
By Justin Kermond
July 16, 2013
Advisors operate in a post-truth era. The world is cluttered with deception in investment services, media, business, literature, academia and politics. Advisors need to be equipped to identify liars in their interactions in order to make better decisions and not be deceived. Here are three ways advisors can protect themselves from false claims, detect less-than-honest responses and present themselves in a manner that conveys truthfulness.
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Why Deficits Don't Matter
By Bob Veres
October 29, 2013
Stephanie Kelton, Associate Professor of Economics at the University of Missouri/Kansas City, believes that the root of our deficit problems can be found in a fundamental misunderstanding – shared by Democrats, Republicans and mainstream voters alike – about the government's balance sheet. She argues, plausibly, that the whole idea that we should control the deficit at all is costing our nation trillions of dollars in lost output. The result is lost income, savings, wealth and prosperity.
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Breaking Free from the Safe Withdrawal Rate Paradigm: Extending the Efficient Frontier for Retirement Income
By Wade Pfau
March 5, 2013
The traditional safe withdrawal rate approach that relies on a portfolio of only stocks and bonds produces among the worst possible outcomes for meeting spending needs and preserving financial assets for other uses. My research demonstrates there is a better approach.
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David Rosenberg – My Love Affair with Bonds is Over
By Robert Huebscher
May 14, 2013
The chorus of rate-spike-fearing inflationists has a new member. David Rosenberg, a stalwart advocate of fixed-income investing for the last quarter century, publicly declared on May 3 that his “love affair with the bond market has come to an end.” Prepare for a redux of 1970s stagflation, he said, and he advised investors how to construct portfolios to prepare for that scenario.
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Howard Marks - Equities are Under-owned and Un-loved
By Robert Huebscher
November 19, 2013
According to Oaktree's Howard Marks, U.S. equities are 'under-owned and un-loved, and I like to buy assets like that.'
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The Futility of the Endowment Model
By Robert Huebscher
October 8, 2013
In the past two decades, the so-called endowment model has been adopted by hundreds of endowments, foundations and advisors – particularly those serving ultra-high-net-worth clients. By aggressively allocating to illiquid alternative asset classes, those investors hoped to duplicate the results of Yale and other top-tier institutions. New research exposes the futility of those efforts.
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Getting Past “Blah, Blah, Blah” When Talking to Prospects
By Dan Richards
July 23, 2013
We've all had our eyes glaze over listening to someone who knows their topic well but goes on too long and gets into too much detail. A recent conversation at a backyard barbeque outlined how two successful advisors fell victim to the “blah, blah, blah” effect, but a third was able to clearly articulate her value and differentiate herself.
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John Hussman – Why Prospective Returns Are Low
By Robert Huebscher
April 9, 2013
Monetary and fiscal policies have driven our economy into an unstable equilibrium, pushing investors into higher-yielding securities, according to John Hussman. But those higher yields are illusory, he said, because corporate profit margins are too high to be sustainable. “This creates an environment where stock returns prospectively are very low,” Hussman said. 'In fact, all returns are prospectively very low.'
Read more articles by Robert Huebscher
