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Email Archive
Bristlecone Value Partners, LLC is an independent, employee-owned asset management firm offering investment advisory and sub-advisory services to high net worth individuals and families, mutual funds, and institutions.
 
To learn more about our company and how we may be able to help you meet your investment goals, please visit our website or join our mailing list.
 
Bristlecone issues 3 types of emails on a regular basis to our clients and fellow investors: 
  • A quarterly commentary about our Large Cap Value Strategy (LCV) which reviews events, portfolio performance and investment decisions during the quarter. Past issues are available for download on our website;
  • A Monthly Digest where we offer some brief comments on a few of the more insightful articles and interviews relating to the financial markets and the companies that we invest in;
  • Additional investment-related topics that may be of interest to our clients.
  • BVP Monthly Digest - August 2011
  • How to cope with current volatility; 8 Steps to Wealth Protection for Aging Investors; AARP New Social Security Calculator
  • BVP Monthly Digest - July 2011
  • Mexican Standoff; Should You Count on Social Security; The 25 Documents You Need Before You Die; Capital Punishment
  • BVP Monthly Digest - May 2011
  • Federal Deficit; For profit, post-secondary education;
  • BVP Monthly Digest - April 2011
  • Buffett/Sokol controversy, Is Buffett Whitewashing Sokol's Exit, When Dementia Drains the Pocketbook, 10 Tips for Charitable Giving During Retirement
  • BVP Monthly Digest - Mar 2011
  • Asset Allocation Remains Relevant; Bricks and Slaughter; Does Your Broker Love you?
  • BVP Monthly Digest - Feb 2011
  • New Estate Tax Law; Five Retirement Mistakes to Avoid; Bill & Melinda Gates Foundation Annual Letter; Economic Optimism? Yes, I'll Take That Bet.
  • BVP Monthly Digest - Jan 2011
  • A Goldman Unit is Said To Have Rejected Facebook; (Government) Workers of The World Unite; Could You Retire Without Social Security?
  • BVP Monthly Digest - Dec 2010
  • Rational Optimism; Family Lending; It's Time to Review Your Job's Medical Plan.
  • BVP Monthly Digest - November 2010
  • Happy Thanksgiving; Donor-advised funds; Paying fees on IRAs with outside funds; Gain/Loss review.
  • BVP Monthly Digest - October 2010
  • Where Is The Smart Money? Why The Math of Correlation Matters; Pension Funds Flee Stocks in Search of Less-Risky Bets; Oakmark Funds Q3 Commentary.
  • BVP Monthly Digest - September 2010
  • Bullish on Stocks; Dividend-Paying Stocks May Be Only Alternative to Low-Interest Savings; Optimizing Social Security: It's More Complicated Than You Think; Beware of Greeks Bearing Bonds.
  • BVP Monthly Digest - August 2010
  • The big switch: Investors flocking to bonds; In Striking Shift, Small Investors Flee Stock Market; The Great American Bond Bubble; Ten Ways to Improve Returns on Your Portfolios; The New Abnormal.
  • Monthly Digest - July 2010
  • VIX explained; Reflection on Sovereign Debt Crisis; So That's Why Investors Can't Think for Themselves; The Miracle Deficit Cure? Growth.
  • Monthly Digest - June 2010
  • Risk, Not Volatility, Is The Real Ennemy; Working Longer and Other Ways to Optimize Retirement Income; Financial Advice for Younger People.
  • Monthly Digest - May 2010
  • Fiduciary vs. Liability Standard; Take Diversification to the Next Level; Rediscovering the Global Market for Bonds; Stop Loss Orders: A False Sense of Security.
  • Monthly Digest - April 2010
  • The Comeback Country; Betting on the Blind Side; 31 Steps to a Financial Tune-Up; Multisector Strategies in a Rising Rate Environment.
  • Monthly Digest - March 2010
  • Buffett's Annual Shareholder Letter; Rebuilding the Foundation of American Growth; Was It All a Bad Dream? Or Ten Lessons Not Learnt;
  • Monthly Digest - February 2010
  • Should You Convert to a Roth IRA?; Peak Oil: Who Wins, Who Loses?; Bad Timing Eats Away at Investors' Returns
  • Monthly Digest - January 2010
  • Best Stock Fund of the Decade: CGM Focus; Invest for the Next Decade, Not the Last One
  • Monthly Digest - December 09
  • Lesson Not Learned: On Redesigning Our Current Financial System; Einhorn's Speech to Value Investing Congress; Clauses Aimed at Keeping the Heirs Quiet; The New Art of Alimony;
  • Monthly Digest - November 09
  • Good Economy Could Be Good For Roth IRA; America's Natural Gas Revolution; The Crisis CEO; Everyman's Financial Meltdown.
  • Monthly Digest - October 09
  • College Advice From People Who Have Been There Awhile; How to Handle Beneficiary Designations; Bond Funds vs. Individual Bonds.
  • Monthly Digest - September 09
  • Credit Scores: What You Need to Know Now; The Mistakes We Make - And Why We Make Them; IRA Conversion: The Planning Opportunity of The Decade?; Converting an IRA into a Roth? How's Your Crystal Ball?; As Big Banks Repay Bailout Money, U.S. Sees a Profit; The Greenback Effect: Warren Buffett Warns about Future Inflation;
  • Monthly Digest - August 09
  • Stay a Step Ahead of the Tax Collector; The Man Who Crashed the World; Recovery Alphabet Soup: Negotiating the "W"
  • Monthly Digest - July 09
  • How Active is Your Fund Manager?; The Science of Economic Bubbles and Busts; Avoid These Estate Planning Pitfalls.
  • Bristlecone Is On The Move!
  • Effective August 1, we have a new address.
  • 5-Year Anniversary - June 09
  • Monthly Digest - June 09
  • Do CEOs Matter?, TARP: Federal Bailout or Sweet Deal for Feds?, Michael Lewis Reviews Buffett Biography, Peter Bernstein (1919-2009)
  • Monthly Digest - May 09
  • Berkshire Hathaway Annual Meeting, Valuing Equities in an Economic Crisis, Stock Pros Who Survived the Depression, Wal-Mart: A Case Study of the Dangers of Overpaying for Growth, & Morningstar Reviews 529 Plans
  • Monthly Digest - April 09
  • How a Modern Depression Might Look - If the U.S. Gets There, Dear AIG: I Quit!, JP Morgan CEO Jamie Dimon: 2008 Letter to Shareholders, & Wells Fargo's CEO John Stumpf: 2008 Letter to Shareholders
  • Monthly Digest - March 09
  • Ken Lewis WSJ Op-Ed Piece: Some Myths About Banks, Jeremy Grantham: Reinvesting When Terrified, Wells Fargo - Dividend Cut Announcement, & Warren Buffet - Annual Letter and CNBC Interview
  • Is Asset Allocation Broken?
  • The severe declines experienced across a broad spectrum of asset classes in 2008 led some pundits to question the value of diversification. What lessons should investors draw?
  • RMD Announcement
  • In late December, Congress passed a temporary waiver (effective for 2009 only) on Required Minimum Distributions (RMD) from retirement accounts. This provision could have important tax-saving implications, depending on your individual filing situation.
 
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