Dealing With an Unrealistic Client: Should I Fire Him?
By Mike PattonI am now just over half way through the quarterly client review process and everything is going extremely well, except for the one client who holds some rather unrealistic expectations. Should I try to educate him, again, or just fire him?
October 13, 2010
'Fair' weather days winding downHistorically, the market does well from November to May. Stay tuned. Sure is fun when it goes steadily up, isn't it?
October 11, 2010
Earnings, Inflation, the Fed and FPA: Advisor Briefing for the Week of October 11, 2010Key market movers include earnings results, release of the FOMC minutes, producer and consumer prices, and the seminannual Treasury report to Congress on economic and exchange rate policies.
October 04, 2010
Schapiro, Kanjorski Comment on 'Flash Crash' ReportThe staffs of the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) released a joint report Friday which detailed their findings regarding the market events of May 6, 2010
October 01, 2010
Do crediting systems perform the same?Based on 15 years of research, I have found that annual reset index annuity crediting methods were priced to perform the same over time.
October 01, 2010
Just Technicalities?The late Nobel Prize-winning economist Paul Samuelson, key figure in his profession and author of its biggest-selling textbook, wrote scornfully about "gypsy tea-leaf readers, Wall...
September 30, 2010
Do crediting systems perform the same?Based on 15 years of research, I have found that annual reset index annuity crediting methods were priced to perform the same over time.
September 30, 2010
Top Wealth Managers: Make Your Firm Recession-ProofThe time to prepare your firm for another dip is now, not when we are in the middle of it.