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Advisor Perspectives: The Ten Best Articles You Probably Missed

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Advisor Perspectives: The Ten Best Articles You Probably Missed

December 29, 2015

by Robert Huebscher

PDF | Page 2

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:

  • Retiring in a Low-Return Environment – By David Blanchett, Michael Finke and Wade Pfau

January 20, 2015

Low bond yields and high equity valuations suggest lower spending for retirees. Prior research forecasted the impact on safe-withdrawal rates (SWRs), but a more sophisticated model can improve the accuracy of those predictions. We show just how low the SWRs should be for today’s retirees.

  • How Male Advisors Should Dress to Win Clients – By Dan Solin

November 24, 2015

I have found the single most significant factor in increasing my clients’ closing ratio has been their willingness to substantially upgrade their wardrobe. In this article, I will discuss my experience with men. Next week, I will discuss dress for women.

  • David Rosenberg – Bullish on Stocks – By Robert Huebscher

May 5, 2015

The consensus narrative is negative for the economy and U.S. equity markets. But according to David Rosenberg, that is wrong. A recession is three years away, he said, and even if the Fed raises rates, equities will perform strongly this year.

  • Jeremy Siegel’s 2016 Forecast for Stocks – By Robert Huebscher

December 7, 2015

In this interview, Wharton professor and stock market historian Jeremy Siegel gives his predictions for the stock market in 2016.

  • Howard Marks on Luck and Skill in Investing – By Justin Kermond

March 3, 2015

When Howard Marks graduated from the Booth School of Business of the University of Chicago, he was turned down for the one job he really wanted. That, he said, was the luckiest moment of his career. The firm that turned him down was Lehman Brothers.

PDF | Page 2

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