Economy & Markets
The important economic and stock market news that advisors need to know.
Firing Clients When They Become Too Directive: Why I Did It
By Mike PattonWhy advisor Mike Patton finally resigned as advisor to a client who wanted too much control over the portfolio.
May 02, 2011
Congress and Spending and Jobs—Advisor Briefing for the Week of May 2, 2011Moving markets this week: budget and deficit talks and the jobs report. Attracting advisors this week: RJ annual conference and FPA retreat.
May 01, 2011
The Value of ExperienceForty years in the business means Rich Howard can tell a lot about a company from a simple phone call.
May 01, 2011
Watch Your WeightingOne of the basic fundamentals for enjoying a healthy lifestyle is having a balanced diet. Essentially it means eating an equal portion of all the major…
May 01, 2011
A Constrained WorldThe global economic system came into existence after World War II and at first it encompassed North America, Western Europe, Japan, Australia and little…
May 01, 2011
How Corporations (and Countries) CollapsePortugal is the latest of the PIIGS (Portugal, Ireland, Italy, Greece, Spain) whose oinking has roiled financial markets. The total of its public and…
May 01, 2011
The Bear TruthWhy should those who have outpointed their opponents in nearly every round consider “throwing in the towel?”
May 01, 2011
Survey Shows Bump in Risk ToleranceA recent Bank of America-Merrill Lynch survey of fund managers found that investors have regained their appetite for risk despite rising concerns over…