Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Overcoming Objections
By Brian AndersonObjection: The client is uncomfortable sharing details of their finances with family members. If this is an issue with a client, you need to have frank conversation to tell him he is doing his family members a great disservice by leaving them in the
January 01, 2009
More Pain, Then Pleasure (Maybe)Hindsight may always be 20/20, but in these market and economic times, the cognoscenti seem to agree that even perfect vision and an understanding of...
January 01, 2009
Green Investing in Trying TimesI'm sure that every generation of Americans has faced a crisis that gave them good reason to embrace Thomas Paine's revolutionary quotation of 1776. In...
January 01, 2009
Asset Allocation"The key to 2009 is whether an Obama stimulus package can ignite consumer rebound," says Kelly, the chief market strategist for JPMorgan Funds, adding that...
December 31, 2008
Overcoming the fears and getting to businessWhat's your reaction when I suggest cooking a hamburger in your exhaust pipe? If you're like most, you have an immediate negative reaction. It's a natural response to something that hasn't been tried before. The human brain
December 31, 2008
Doing the work to maintain your current clientsIn the financial services industry, it's very easy to spend most of your time and resources on marketing for new clients. There's nothing wrong with that, but it's also very important that you continue to maintain a good
December 31, 2008
Overcoming ObjectionsObjection: The client is uncomfortable sharing details of their finances with family members. If this is an issue with a client, you need to have frank conversation to tell him he is doing his family members a great disservice by leaving them in the
December 22, 2008
Big Outflows From Stock Mutual Funds in October; Lower Risk ToleranceSeveral recent studies by the Investment Company Institute show that the volatility of the markets is affecting investor behavior significantly