Posts Tagged ‘Depression’

Must read articles to send clients

Wednesday, February 24th, 2010

Given today’s uncertain markets, many investors are looking to their advisors for guidance and direction, as well as useful insights.One way to help provide those insights is by forwarding articles from credible publications that shed light on markets, in the process helping educate clients, providing support for your advice and reinforcing your own professionalism.

Below are nine articles from eight different sources.  Among them, these articles address concerns about another depression, highlight some of the positives underneath the bad news and make the case for being in the market.

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A Reading on Investor Sentiment

Wednesday, February 10th, 2010

Since September, much of my time has been spent talking to investors, getting a handle on their sentiment.Of late, many advisors have asked how investors are feeling. Here are the answers to five common questions on how investors are feeling and what they’re doing.Overall mood:

It’s worth noting first that the majority of investors are much less depressed and anxious about markets than advisors – in large measures because they’re having the difficult conversations all day, every day that advisors find themselves in.

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Lessons My Mother Taught Me?

Wednesday, January 20th, 2010

My mother died recently, only ten months after my father passed away. The depth of my grief seemed overwhelming. Taking the time to mourn is important. With my dad, I did not spend enough time in reflection. With my mother’s loss, it has been different. My relationship with each of my parents was quite different. Dad was a warm and affectionate Irishman. Mom was a product of her experience and much more reserved. She was born in 1925 and shaped by the Depression and the Second World War. The following are some of the lessons she taught me:

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Template for a mid-year letter

Wednesday, December 23rd, 2009

Below is a template for a mid-year letter to go to clients. Please make sure you read the accompanying post, Guidelines for An Effective Mid-Year Letter.

Please remember that this letter is intended as a template only, be sure to take the time to modify this to reflect your personal views.

June  22, 2009

A mid year note to clients

For many of us, the July 1 Canada Day holiday is the official beginning of summer.

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