How I’m Using Acrobat Pro to Become More Efficient
Considering going paperless? Here’s a step I’m taking in that direction: using Adobe Acrobat Pro for client questionnaires.
Steps I’m Taking to Make 2014 the Year of the Client
Using some free and inexpensive applications, I’ll be able to get good intel on what my clients think, and then deliver great service.
An Old(er) Piece of Software That's Producing New Dividends
The Pro version of Adobe Acrobat allows me to communicate more efficiently with clients, while saving me time and trouble.
Introducing FRED: a Free Analysis Tool From the Fed
I use FRED, an Excel add-on from the St. Louis Fed, to keep informed on all matters economic and markets, and to perform analysis.
How to Stay Current on What You Need to Know as an Advisor
Go direct to the sources of the economic and market news you need to be an effective advisor by subscribing directly with these government entities.
How I’m Handling My Document Storage Needs
For my own needs, and my clients’, getting a handle on document storage is a crucial initiative.
5 Steps to Improve Your Client Communications
To strengthen your client relationships, tailor your communication methods—and personality—to fit specific clients. Here’s how to get started.
Working With Trailing Stop Orders to Protect a Portfolio
TSOs can provide a measure of loss protection in a portfolio, but knowing where to set the stops is crucial.
Minimize ETF Losses by Fine-Tuning TSOs
In this post, we’ll dig deeper into using trailing stop orders in conjunction with ETFs and the protection they offer.
Why I’m Using Stock ETFs in Client Portfolios
In part one of a series, why I've become a fan of ETFs—even equity ETFs—to the point of preferring them over stock mutual funds.