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Week
Month
Year

The Seven Cases to do a Roth Conversion

by Allan Roth, 9/14/20

Five Steps to Get Back an Ex-Client Who Dumped You

by Sara Grillo, 9/15/20

Millionaires Would Pay Up Under Biden Tax Plans, Study Shows

by Laura Davison, 9/14/20

Why Annuity Demand Fell During the COVID Crash

by David Blanchett, Michael Finke and Timi Jorgensen, 9/15/20

The Formula to Catch Leads

by Shauna Mace, 9/17/20

5-Reasons The Fed’s New Policy Won’t Get Inflation

by Lance Roberts of Real Investment Advice, 9/14/20

Interest Rates and Their Impact On Stock Values

by Chuck Carnevale of F.A.S.T. Graphs, 9/17/20

Northern Trust Capital Market Assumptions Five-Year Outlook: 2021 Edition

by Team of Northern Trust, 9/15/20

A Slowing Recovery

by Scott Brown of Raymond James, 9/14/20

Still Looking for Alternatives? How about Real Assets?

by Edward Perks, Gene Podkaminer of Franklin Templeton Investments, 9/16/20

Articles
Commentary

Bob Rodriguez: We are in a Rolling Depression

by Robert Huebscher, 9/7/20

Gundlach’s DoubleLine: Worst Time Ever to be a Passive Bond Investor

by Robert Huebscher, 9/9/20

Niall Ferguson: 'Weimar America'? The Trump Show Is No Cabaret

by Niall Ferguson, 9/8/20

The Unimportance of Asset Allocation in Retirement Planning

by Joe Tomlinson, 8/31/20

The Seven Cases to do a Roth Conversion

by Allan Roth, 9/14/20

Yikes

by John Hussman of Hussman Funds, 9/2/20

2Q 2020 GMO Quarterly Letter

by Ben Inker, Matt Kadnar of GMO, 8/31/20

March Was A Correction, Bear Market Still Lurks

by Lance Roberts of Real Investment Advice, 8/27/20

Inflation Virus Strikes Fed

by John Mauldin of Mauldin Economics, 9/4/20

A Tale Of Two Bull Markets

by Lance Roberts of Real Investment Advice, 8/31/20

Articles
Commentary

Gundlach – U.S. Stocks Have Not Bottomed

by Robert Huebscher, 4/1/20

Gundlach: Recession Probability is 80% to 90%

by Robert Huebscher, 3/18/20

Gundlach on the Biggest Risk Facing Bond Investors and the Likely Next President

by Robert Huebscher, 12/11/19

Gundlach’s Forecast for 2020

by Robert Huebscher, 1/8/20

Fascinating Research on the Impact of Your Clothes (and Your Shoes)

by Dan Solin, 10/23/19

The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account)

by Meb Faber of Cambria Funds, 1/23/20

Heartbreaker: Spreading Impact of Coronavirus

by Liz Ann Sonders of Charles Schwab, 2/24/20

Market Completes A 50% “Bear Market” Retracement

by Lance Roberts of Real Investment Advice, 4/13/20

Notes from Lockdown

by John Mauldin of Mauldin Economics, 4/3/20

Coronavirus Helicopter Money

by John Mauldin of Mauldin Economics, 3/13/20

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