Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
A Case for Alternatives
By J. Gibson Watson III, CIMATwo words sum it up: diversification matters. Following severe down markets, investors and advisors alike should take inventory and assess what they could have done differently.
November 01, 2009
Bread and CircusesAs the close of this difficult decade draws near, some are tempted to assume the cycle of economic decline we have experienced will once...
November 01, 2009
Historical Research: Inventing Financial FuturesIn November 1967, University of Chicago economist Milton Friedman was turned down for a loan, a rejection that ended up changing the course of financial...
November 01, 2009
The Next Economic DebacleWhen reservation at this well-known midtown Mexican place, I had no idea it doubled as a back entrance to the Ed Sullivan Theater, the home...
November 01, 2009
The Health Care FallacyDebate on U.S. health care reform is dangerously skewed. Sure, the current system is expensive and inefficient. But inefficiencies of one kind or another plague...
October 30, 2009
President Clinton Accepts AwardWilliam J. Clinton, George H.W. Bush and Issam M. Fares are honored for their work for peace
October 29, 2009
S&P/Case-Shiller Index Climbing BackThe rate of decline in home prices across the U.S. is slowing, according to the S&P/Case-Shiller Index for August.