You Are Like Your Clients
By James J. GreenI asked Tim Kochis the question I pose at the end of nearly all my interviews these days. "What," I said, after we had discussed...
November 27, 2007
Playing a Potential Drop in Chinese StocksChina has been one of the best performing equity markets over the past year. The Shanghai Composite is up more than 100% since the beginning of 2007, compared with a much more modest gain of 39% for the broader MSCI Emerging Markets index. However, the Chinese market has fallen about...
November 03, 2007
European Carriers Look Overseas For YouthInvestment market turmoil aside, the strong euro, solid results and long-term demographic trends continue to give European life insurers reasons to expand abroad.Credit analysts in ...
November 03, 2007
European Carriers Look Overseas For YouthInvestment market turmoil aside, the strong euro, solid results and long-term demographic trends continue to give European life insurers reasons to expand abroad.Credit analysts in ...
November 01, 2007
Balanced ContrarianWhen it comes to investing during turbulent times, it can be very difficult to justify to clients that staying with an asset mix that works...
November 01, 2007
The Banking BubbleChina's two domestic stock markets caused a global panic in late February and early March when they dropped by nearly 10 percent in just a...
November 01, 2007
Institutional Approach for IndividualsAs senior financial advisor at Anchor Capital Management Group, Inc., in Irvine, California, Leon James applies the quantitative analysis and strategic asset allocation used with...
October 23, 2007
Direct Mail Mistakes to AvoidNot knowing your audience. All writing should be to a specific targeted group. Then craft your writing style and content specifically to your readership. Mailing to the wrong list. The most common and fatal error in direct mail. Offering B