Historian

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

Wednesday, April 4th, 2012

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 happened in the past 90 days; and the outlook for the period ahead. Advisors have told me that they’ve got a great response to these quarterly letters […]


Do You Need a Code of Conduct?

Tuesday, October 19th, 2010

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. More specifically, he wanted to know if it’s worthwhile educating these clients of where they would be had they not sold out? Or does he risk further […]


Navigating Post-Financial-Meltdown Reviews

Tuesday, October 19th, 2010

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. More specifically, he wanted to know if it’s worthwhile educating these clients of where they would be had they not sold out? Or does he risk further […]