Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read investment and planning articles for the past year here and the top practice management articles here. Below are another 10 that you might have missed, but I believe merit reading:
In decreasing order, based on the number of unique readers, those are:
1. 19 Reasons to Run Like the Wind from Direct Indexing!
by Sara Grillo, 5/10/22
I don’t care how many PhDs are going to argue against me; direct indexing is Wall Street’s attempt at squeezing more fees out of the America public using advisors as the pawns.
2. War in Ukraine: Part 4 – Are There Neo-Nazis in Ukraine?
by Vitaliy Katsenelson, 4/11/22
I hope the discomfort and pain you experience reading this piece are but a small fraction of what I experienced writing it. I keep reminding myself that most of our problems today are first-world problems that are generally trivial and insignificant compared to what people in Ukraine are going through.
3. The “Impossible” Scenario that Threatens Retirees
by David Macchia, 1/28/22
The decade-long bull market has infected advisors and their clients – especially those in or nearing retirement – with a dose of complacency that hides the perilous outcomes most consider impossible.
4. Forget What You Know about Stock Returns
by Michael Finke, 8/22/22
A close look at the historical data suggests that the excess performance of stocks relative to bonds occurred mainly in two historical periods and has been inconsistent over the last 25 years.
5. Putin’s Mask is Off. Europe is Next
by Vitaliy Katsenelson, 6/24/22
When Putin started the war, he tried to shift the blame to NATO, calling it the instigator. He argued that Russia had no choice but to defensively launch the war to prevent NATO from surrounding Russia from all sides. A few days ago, Putin finally lifted his veil of pretense: this is a war of conquest.
6. Gundlach’s 2022 Forecast: Equities are Expensive but Cheap Relative to Bonds
by Robert Huebscher, 1/12/22
Monetary policy has driven U.S. stock prices to excessive valuations, according to Jeffrey Gundlach. But they remain cheap relative to bonds.
7. Playing Inflation Russian Roulette in Retirement
by William Bernstein, 11/29/22
The question most asked by investors late last year, as Treasury bill yields hovered just above zero was “Where can I go for yield?” followed soon after by “What can I do to protect myself from inflation?”
8. Which Asset Classes Protect Against Inflation?
by Larry Swedroe, 4/25/22
After a multi-decade pause, the winds of inflation have picked up. Only TIPS have been an effective hedge against inflation. Other asset classes have failed to varying degrees.
9. Jim Bianco: The Fed Will Crush Inflation and with it, the Stock Market
by Robert Huebscher, 5/7/22
The Fed is on a single-minded mission to fight inflation, according to Jim Bianco. To do that, it will crush stock prices and home values.
10. Fearless Forecasts for 2022
by Bob Veres, 1/10/22
I predicted that 2021 would be a transitional year for managing an advisory business, and I expect this transition to accelerate and become fully formed in 2022. These are the changes that I envision for the coming year and beyond.
