Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
If the U.S. No Longer Leads, Who Will?
By Alexei BayerThese days, American economic leadership is being repeatedly thrust into question. Surely, the likes of China and Russia have long been complaining about a "uni-polar" world...
April 01, 2010
Coal: Clearer PictureDavid M. Khani, CFA FBR Capital Markets 703-469-1179 [email protected] Heading into 2010, we continue to be optimistic on the coal space in general and believe that most companies under...
April 01, 2010
Further RecoveryIn my last column, I detailed the steps I would go through to pencil in offensive and defensive business goals. I created a spreadsheet to...
April 01, 2010
Five and FiveIn today's turbulent times we all want something we can really count on. Well, since we can always count on our fingers, let's assign each...
March 29, 2010
States Face Huge Pension Funding GapState and local governments are $1 trillion short of what they have promised to pay their retired workers in pension benefits.
March 26, 2010
Treasury Housing Program to Forgive Mortgage PrincipalAdmitting that its Home Affordable Modification Program (HAMP) program has had a "slow start," the Obama Administration announced on March 26 sweeping changes to that program and Federal Housing Administration (FHA) programs.
March 23, 2010
Financial Reforms Bill Gets Through Mark-upIn a surprising twist, the Senate banking committee voted Sen. Dodd's financial reform legislation through committee "mark-up" discussions in just a few minutes without committee hearing hundreds of amendments.