No One Knows What Will Happen with Brexit… But Long-Term Investors Probably Shouldn’t Worry Too Much
This blog is from the July issue of Portfolio Perspectives. Unlike fans of horror movies, markets hate scary surprises. On June 22, many markets, even betting parlors, were predicting that Britis... Read more
Becoming More Persuasive #3 — Authority
Note: This is the third in an occasional series on language, tools and techniques that can help you become more persuasive — a vital skill for making sure more investors are receptive to the advi... Read more
Becoming More Persuasive #2 — Reciprocity
Note: This is the second in an occasional series on language, tools and techniques that can help you become more persuasive–a vital skill for making sure more investors are receptive to the... Read more
Don’t Just Do Something, Stand There!
You’re in a hurry to get somewhere, but you’re stuck in traffic on a crowded freeway. It seems like the lane you’re in just isn’t moving. But the cars in the next lane keep passing you. You’re to... Read more
Pet Smart—Why You Should Be More Dogged About Cataloguing Client Interests
Like many middle-aged empty nesters, my wife and I are passionate about our much beloved and terribly spoiled pets. Our friends know they have to at least pretend to be interested when we... Read more
How Are Investments Like a Bar of Soap?
The return of volatility has prompted many investors to make knee-jerk reactions. The noise in the media can be confusing to investors, and here’s a great opportunity to provide your client... Read more
What Do the World’s Deadliest Animals Have to Do with Investing?
As much as we all like to think of ourselves as rational, occasionally we worry about things we probably shouldn’t. Here’s an example: what worries you more, getting bitten by a shark or a mosqui... Read more
Help Your Clients Avoid Being Bit by Their Own Behavior
On a recent routine run I got the surprise of my life when I was bitten by a rattlesnake. My experience that followed made me reflect on some similarities to investing. Do you know what yo... Read more
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- Hindsight is Clearer Than Foresight This article is featured in the winter edition of our 3...
- The Effect of Diversification <!----> This blog is from the May issue of Por...