Getting to Know--and Serve--Clients With an Online Document Service
By Mike PattonLast week I spent a good deal of time putting the finishing touches on a new initiative I call eVault. The plan is to roll...
September 14, 2009
A Year Later, Lessons Learned From the Financial CrisisAt Schwab Impact, El-Erian and Fink say we're safer, but not necessarily safe
September 14, 2009
Get Organized, and Grow Your BusinessIf the key to growing a business is marketing, then the key to managing a business is being organized. I've been focusing more lately on...
September 10, 2009
Fidelity Cuts Costs on Technology, Trading"Competitive response" includes waiving trade commissions for new accounts
September 08, 2009
The Drip Marketing ApproachAs my business grows, I have come to recognize that I need an efficient way to "drip" or keep my name in front of clients...
September 01, 2009
Tactical Versus StrategicIn strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are...
September 01, 2009
Value Versus GrowthOver time, value stocks have outperformed growth stocks and have done so with a lower standard deviation (see first table below). The coefficient of variation...
September 01, 2009
Astute InterviewerLike a sharp journalist inducing a subject to open up in an interview or a doctor taking a patient's medical history, Eric Hutchinson knows how...