As is our custom, we conclude the year by reflecting on the 10 most-read articles over the past 12 months. In decreasing order, based on the number of unique readers, those are:
- Does the “Bucket Approach” Destroy Wealth?
By Larry Swedroe, 1/7/19
The “bucket approach” to retirement planning has been routinely adopted by financial planners, ever since it was popularized by Harold Evensky. Clients keep several years of assets in safe, liquid investments, while investing the rest of their portfolio more aggressively. But new research shows that this approach actually destroys a portion of clients’ wealth.
- How to Tell When Someone is Lying
By Sara Grillo, 3/26/19
You can’t stop someone from lying, but you can improve your awareness so that you don’t get played.
- How Amazon Will Dominate Wealth Management
By Sara Grillo, 3/20/19
I’m notoriously skeptical, but I could actually see Amazon killing it in wealth management. And what surprises me the most is that it’s for a few very basic reasons.
- Gundlach’s Forecast for 2019
By Robert Huebscher, 1/8/19
Jeffrey Gundlach said that 2019 will mark the start of a period when bond markets must reckon with the rising federal deficit. In his most passionate comments ever on this topic, he said the exploding national debt and liabilities involving pension funds, state and local government governments and Social Security have reached a stage that is “totally unthinkable.”
- Suit or No Suit?
By Sara Grillo, 9/3/19
Should advisors wear a business suit to meet with prospects or are less formal options a better choice?
- Gundlach: Corporate Bonds Could Be a Repeat of the Sub-Prime Crisis
By Robert Huebscher, 5/15/19
A collapse in the corporate bond market could rival the sub-prime debacle a decade ago, according to Jeffrey Gundlach.
- Gundlach: Biden Will Not Win the Democratic Nomination
By Robert Huebscher, 6/14/19
Although polls show Joe Biden leading his nearest competitor by more than 15 percentage points, Jeffrey Gundlach says he will not be the Democratic nominee for the 2020 presidential election.
- My Response to Ken Fisher: We Can Do Better as a Profession
By Sara Grillo, 10/14/19
Time has come for change. Let’s take a hard look at the abolition of silence, the role technology can play, our values and identity as a profession and who we allow to lead us.
- The Two-Sentence Rule that Wins Prospects
By Sara Grillo, 8/20/19
My business results drastically improved the day I decided to shut up and limit my speech to no more than two sentences in any given interaction with another human being.
- The Best Dressed RIA Executives
By Sara Grillo, 2/19/19
Here are five of the best dressed RIA titans…and how they could look even better!
Read more articles by Robert Huebscher
