Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Giving Back: A Firm of Philanthropists
By Kara P. StapletonTHIS MONTH'S HONOREE The individual: Todd Morgan & Bel Air employees The firm: Bel Air Investment Advisors The cause: New Millennium Secondary School, Habitat for Humanity, City of...
March 01, 2009
REIT Investing: Shifts in Focus--- Paul Puryear Raymond James 727-567-2253 [email protected] Not unlike last year, we approach 2009 with a lot of caution but we still recommend REITs as a defensive investment. There...
March 01, 2009
Letter to SurvivorsNo matter what the market climate, some FAs will survive. And of the survivors, some will get rich. Even though there are more frowns than...
March 01, 2009
Biotech/Health Care Investing: Selective Growth--- Alexandra Hauber J.P. Morgan 312-325-3694 [email protected] We expect currency to have a significant impact on 2009 earnings. The biggest effect, due to the British pound weakness, is likely at...
March 01, 2009
Will Obama's Plan Rebuild the Economy?In the 1920s, when the Soviet government was confiscating hidden gold, foreign currency and jewelry from previously wealthy citizens, a joke was making the rounds. An...
March 01, 2009
Rethinking RiskFor many clients, the years prior to 2007 were very good. Portfolio returns were pleasing and they didn't have to pay much attention to their...
March 01, 2009
Second Thoughts on First ImpressionsThe name of Emmi Sorokin's image consulting firm is an inspired choice. It's a Man's World is tongue-in-cheek enough to avoid raising the ire of feminists,...
March 01, 2009
The Silver CrisisThis is a story of speculative excess and backlash. It involves commodity prices surging and then plunging, risks spreading through interconnected markets, and financial institutions...