Historian

Historian

A Q1 letter to clients: Bernanke, Buffett and Siegel on the Prospects Ahead

danrichards
Dan Richards
Each quarter since 2008, I have posted a template for a letter to serve as a starting point for advisors looking to send clients a summary of what’s ...
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Do You Need a Code of Conduct?

danrichards
Dan Richards
Recently, I got an email from an advisor asking for suggestions on how to deal with clients who sold some or all of their portfolio near the 2008-lows. ...
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Navigating Post-Financial-Meltdown Reviews

danrichards
Dan Richards
Recently, I got an email from an advisor asking for suggestions on how to deal with clients who sold some or all of their portfolio near the 2008-lows. ...
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