Most Popular Articles on this site

You had to know in your bones, as the first buds showed on the branches early in 2000, that we were in the last stages of the greatest investment/financial bubble of all time....keep reading

December 2003 PDF Newsletter...keep reading

1. If you don't plan on reading Walter Isaacson's book--and, come to think of it, ...
2. MFS Investment Management--blessings and peace be upon them--has ...
3. I'm still working my way through Daniel Yergin's new book on energy, The ...
4. A very worthwhile snapshot of the improving economic backdrop in the third ...
5. Shawn Tully's "Who's Afraid of Fast-Speed Traders" (Fortune, September 26) ...
6. I don't often cite myself in "Resources," inasmuch as to do so seems ...

June 2004 PDF Newsletter...keep reading

During and after the great bear market of 2000-2002, and particularly when the stock market began to "do nothing" once the great rally of 2003 topped out, any number of fads arose, promising the more gullible a long-term approach to investing that would produce higher returns on a risk-adjusted basis than mainstream equities....keep reading

July 2006 PDF Newsletter...keep reading

April 2004 PDF Newsletter...keep reading

December 2004 PDF Newsletter...keep reading

Q:Now people are asking me how long it will take the market to recover these ...
A:I'm sure I have no idea. Neither does anyone else, and -- if all that were not ...

Q:I have a couple who is getting a lump sum of $600,000 from leasing oil rights ...
A:I would offer to sit down with them one time, to very gently talk through the ...

Q:I'm starting to have more than a couple of client situations where the folks -- in ...
A:I'd tell them to go to 4% - 4.5% of the current (or even better, trough) value of ...

Q:I've been trying to make sense of this market volatility so I can better explain it ...
A:It makes no sense at all to me, and what you're missing, in my judgment, is ...

Q:I have read the October & November newsletters as well as listened to the ...
A:If you read the October and November newsletters, you have already heard, ...

Q:Well, if nothing else, you're consistent. A relatively new subscriber, I've been ...
A:Cash is f...keep reading

September 2005 PDF Newsletter...keep reading

May 2004 PDF Newsletter...keep reading

May 2006 PDF Newsletter...keep reading

Q:I respect your advice never to read or rebut; however, we are in receipt of a ...
A:I guess it depends on how seriously you wish to take the inquiry. That is, my...keep reading

March 2004 PDF Newsletter...keep reading

Q: How are you able to read so many books each year? I too read many ...
A: My guess is that this is not a technique issue; it's more likely a prioritization ...

Q: I get the two years living expenses in a money market fund/cash alternative, if ...
A: Never thought much about it. Obviously, there's no scientific way to do it that ...

Q: Two questions, if you don't mind. (1) You waxed very enthusiastic about Roy ...
A: (1) I don't ever remember hardening about it. I said, and now say again: I ...

Q: Nick, I know that during a bear market, it is more important than usual to ...
A: I certainly agree that to step up client contact on the basis of a 5% correction ...

Q: One of the larger accounts I've gotten in a while transferred in (in cash) the ...
A: For the record, this question -- in all its numberless variations -- is not about ...

Q: I'm 30, been in the business since 1999 with (names of two large insurance ...
A: The conflict y...keep reading

October 2006 PDF Newsletter...keep reading

Q: Looking for help verbalizing a clear response to what has become a frequent ...
A: The fatally flawed assumption in this species of question is that all these ...

Q: Here's a quote from a client note; I must have heard this 30 times in the last 3 ...
A: Intelligent investing is the discipline of putting money systematically into asset ...

Q: A colleague and I compare notes on Q&A/objections handling. He was ...
A: I think the question, and your colleague's inability to answer it crisply, are ...

Q: As I get further into distribution planning with my clients that are reaching the ...
A: As a program of general guidelines:...

Q: In an otherwise rational e-mail response to the portfolio I've recommended, a ...
A: Begin with the realization that the question can't be answered in the abstract, ...

Q: It seems that more and more people are now talking about "tactical asset ...
A: It is, in fact, difficult to the point of impo...keep reading

Beat The Price Increase...keep reading

It is my sad duty to report, on this shining Sunday in May, that despite the widely-reported prediction of a certain religious leader, the world inexplicably failed to end yesterday....keep reading

September 2006 PDF Newsletter...keep reading