Amidst today’s gloom and doom, advisors need all the support they can get to help clients maintain a balanced perspective on prospects for the period ahead.Below are six articles from the Globe and Mail’s Report on Business that appeared in the last week that you can send to clients and may help you in keeping them on track – and might even help you stay positive as well.
Last week, U.S. discount broker Charles Schwab released a research report indicating that one in four American investors is considering changing firms or advisors, consistent with recent data on Canadian investors open to making a move.
An interesting insight emerged when investors were asked why they might switch. The top two factors, each mentioned 32% of the time, were desire for a better fee structure and better advice. Just behind in 29% of cases where investors are contemplating a move was the desire for more proactive contact.
To be satisfied with a little, is the greatest wisdom; and he that increaseth his riches, increaseth his cares; but a contented mind is a hidden treasure, and trouble findeth it not. — Akhenaton
Index Summary and U.S. Equity Market Highlights (3/15/2010) by US Global Investors 15 Mar 2010 at 9:04am
Index Summary
The major market indices were higher this week. The Dow Jones Industrial Index (1) rose 0.55 percent. The S&P 500 Stock Index (2) ad... China Construction: Boom or Bust? by Prieur du Plessis, Investment Postcards from Cape Town 15 Mar 2010 at 9:02am
It would not take too much guessing to figure out where the bulk of the world’s construction activity is taking place. Of course, it is in China, b... The Economy and Bond Market Highlights (3/15/2010) by US Global Investors 15 Mar 2010 at 8:56am
The Economy and Bond Market
Bond yields moved higher across most of the Treasury curve, the exception being the 30-year bond, which rallied after s... Gold Market Highlights (3/15/2010) by US Global Investors 15 Mar 2010 at 8:54am
Gold Market
For the week, spot gold closed at $1,101.90 per ounce down $32.75 or 2.89 percent. Gold equities, as measured by the XAU Gold & Silver... Energy and Natural Resources Market Highlights (3/15/2010) by US Global Investors 15 Mar 2010 at 8:51am
Energy and Natural Resources Market
The source of this graph is IHS Herold. The securities identified in the graph were selected for inclusion by ...
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WSJ's What's News Early Edition, March 16, 2010by The Wall Street Journal 16 Mar 2010 at 5:00am
Sony has inked a $250 million album deal with Michael Jackson's estate ... the former president of New York's small Park Avenue Bank was arrested on fraud charges ... and a finance-overhaul proposal advanced by Senate...
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Amidst today’s gloom and doom, advisors need all the support they can get to help clients maintain a balanced perspective on prospects for the period ahead.Below are six articles from the Globe and Mail’s Report on Business that appeared in the last week that you can send to clients and may help you in keeping them on track – and might even help you stay positive as well.
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