In a variation on the Thoughtful Investor content, the Financial Perspective uses just half the articles in a full Thoughtful Investor issue to create a two-page newsletter, or in some quarters, two variations of a two-page newsletter to use depending on the adviser's management direction. Articles carry the FINRA review from the original Thoughtful Investor newsletter. Like the Thoughtful Investor, the Financial Perspective is available as a printed self mailer, a html formatted email newsletter, a pdf, or a web page. Customization options include proprietary mastheads, adviser photograph and contact information.
Financial Perspective Newsletters
Fourth Quarter 2011 A
- The Problem with Correlation
- Something Has to Change
Fourth Quarter 2011 B
- Can You Trust the Experts
- Debt Can Limit Retirement
- Something Has to Change
Third Quarter 2011
- Fat Tails, Black Swans and Your Portfolio
- How to Live Like a Millionaire
Second Quarter 2011
- The #1 Retirement Fear
- Do You Need Life Insurance?
- Bonds Require Active Management
First Quarter 2011
- Time to Add Inflation to Your Financial Plan
- Putting Unemployment to Work
- Has Your Life Changed
Fourth Quarter 2010
- Living with Uncertainty
- When Averages Don’t Add Up
Third Quarter 2010
- Two Keys to Portfolio Growth
- A Look at VIX, the Market Canary
- Will the U.S. be Another Greece?
Second Quarter 2010
- Winning by Not Losing
- Estate Tax Consequences Still Exist
- The Search for Stable Income Investment Options
First Quarter 2010
- Benefits of Active Management Acknowledged
- Weigh Your Retirement Options and Plan
- 2010 Window Opens for Roth IRA Conversions
Fourth Quarter 2009
- These are Interesting Times
- Your Most Important Investment
- Pay No More Taxes then Necessary
Third Quarter 2009 A
- Forecasting is an Uncertain Art
- Save the Economy or your Future?
- Teach your Children Well
Third Quarter 2009 B
- Coping with a Variable Annuity that's Under Water
Second Quarter 2009
- Time for a Reality Check
- Wealth Distribution on Your Terms
- Spotlight on Fraud
- 2009 Distributions NOT Required
First Quarter 2009
- Planning for Higher Tax Rates
- Protect Your Assets
