Newsletter Archive 2012 January - A Difficult Year 2011 November - Market Volatility July - Behavioral Finance April - Fixed Income Principles January - Shearwater Capital: A Brief History 2010 October - What is a Fiduciary? July - The Lost Decade April - Lessons from Norway January - Roth Conversions 2009 October - Alternative Investments Part 1 July - Dollar Cost Averaging May - Staying the Course January - The Crash of 2008 2008 October - The Death of Equities July - The Bear Market of 2008 April - Are We in a Recession? February - Capturing the Small Cap and Value Risk Premiums 2007 October - Weathering the Storm July - Changes at Fiserv April - The Shearwater Report January - Roth conversions 2006 October - Core Equity Funds July - The Science of Investing April - Sustainable Withdrawal Rate January - Hedge Funds 2005 October - Understanding Annuities August - Avoiding Identity Theft April - Managing Your Expectations January - The Falling Dollar 2004 October - Human Capital July - Rising Interest Rates: Is There a Silver Lining? April - Adding Value January - How Much Should You Save? 2003 October - Retirement Planning: The Four Tenets July - How to Benefit from the New Tax Law April - Market Timing February - The Value of Personal Investment Accounts January - The Equity Risk Premium 2002 November - How to Choose an Investment Advisor October - Do You Really Need a Finanacial Advisor? August - What Moves the Market July - Something Rotten on Wall Street June - Saving for Retirement: Personal Accounts May - Saving for Retirement: Employer-Based Plans April - I Bonds March - Inflation-Indexed Bonds February - How to Buy Bonds January - The Role of Bonds in Your Portfolio 2001 December - Bonds, Part 1 November - Warren Buffett, Part 2 October - Faith in America September - Warren Buffett, Part 1 August - The Big Picture July - Risk and Reward June - Tax-Smart Investing, Part 2 May - Tax-Smart Investing. Part 1 April - Bargain Shopping for Stocks March - Serious Business February - Learned Lessons January - Back to Basics 2000 December - De-worse-ification? November - Asset Allocation October - Active or Passive? September - Who Wants to Be a Millionaire? August - Mutual Fund Performance July - Choosing a Money Market Fund June - Smart Investing
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