Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Bad News Inspiring Bearish ETFs
By Staff WriterThe financial crisis that accelerated when Lehman Brothers Holdings (LEH) was pushed into bankruptcy protection sent chills through stock markets around the world. Exchange-traded funds...
November 01, 2008
The ETF 'Safety Net'Ford's Model T was the car that "put America on wheels". ETFs were the vehicle that brought sector investing from Wall Street to Main Street. Sector...
November 01, 2008
Looking AheadWe all know we live in a fast-paced world, but very few 12-month periods have seen as much change and commotion as the recent year....
November 01, 2008
Reflections on Finance's 'Revolution'By now, the snowballing financial crisis has gotten everyone's attention. With the damage approaching $1.4 trillion and counting, it is still too early to weigh...
November 01, 2008
The Green ThingGreen has always been the favorite color of financial advisors. Back in the early 1800s, when I was studying for my Series 7 exam, visions...
November 01, 2008
The Undead Rise AgainChances are you will have this copy of the magazine in hand on or about Halloween, with its various ghostly phenomena. I would suggest that...
November 01, 2008
Fundamental Indexing: The Real Deal?For those not following the fundamental indexing phenomenon, here's a brief primer. Influenced by the 1999 technology stock bubble and its disastrous consequences for investors, Robert...