Expected Returns Issues: 2012

January 2012

| Cover Story | Solomon's Select | Mutual Fund Selection | Stock Screen | Model Portfolio | Perspectives |

We invited Ken Kavula to share his thoughts on portfolio design and management and the stunning comfort that he finds in keeping it simple, simple enough to hear the revelations and wisdom from the people around us.

February 2012

| Cover Story | Solomon's Select | Mutual Fund Selection | Stock Screen | Model Portfolio |

This year, it’s all about the groups known as investment clubs. The group entries from clubs won the overall championship and locked down four of the top five positions.

March 2012

| Cover Story | Solomon's Select | Mutual Fund Selection | Stock Screen | Model Portfolio |

In this month’s cover, Cy ponders return-centered analysis and better portfolio guidance.

April 2012

| Cover Story | Solomon's Select | Fund Manifest | Stock Screen | Model Portfolio | Perspectives |

If you start investing the maximum allowable 401(k) contribution -- and discover opportunities using a combination of forecasted returns and quality -- when might you reach $1,000,000?

May 2012

| Cover Story | Solomon's Select | Mutual Fund Selection | Stock Screen | Model Portfolio | Perspectives |

Our cover story is excerpted from John’s Brookfield Digest -- an exploratory newsletter aimed at sharing lessons with people than he cares about. He clearly cares about a lot of people.