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.
Recently, a successful advisor asked me for my comments on a brochure designed to capitalize on growing interest in charitable giving. This marketing piece’s good and bad points offer some useful insights about how to communicate with clients effectively in general.
There were a number of things to like about the brochure which was 8 ½ by 11 inches in dimension, printed in full colour and ran 8 pages.
1. The overall look and feel of the brochure was very high end and reinforced this advisor’s high quality positioning.
2. There was consistent visual imagery across the brochure and it was very well designed.
Harvard Business School’s Professor Robert Pozen, discusses his new book Too Big to Save, with Dan Richards of Clientinsights.
Robert Pozen is Chairman, MFS Investment Management, the $184-billion global asset management subisdiary of Sun Life Financial, and was a former executive of Fidelity Investments in the company’s formative years.
“The best finance book I’ve read so far this year (and I’ve read a slew of them) is Robert C. Pozen’s Too Big to Save? How to Fix the U.S. Financial System. … I can’t think of anybody who has covered such a range of issues so efficiently or so well.” (Brad DeLong, ( http://delong.typepad.com, November 2009).
I am quite serious when I say that I do not believe there are, on the whole earth besides, so many intensified bores as in these United States. No man can form an adequate idea of the real meaning of the word, without coming here. — Warren Buffett
Gold Catches Traders by Surprise by AdvisorAnalyst 12 Mar 2010 at 12:50pm
Adam Hewison, of MarketClub, a seasoned Chicago trader, shares his thoughts on gold in his latest trading video.
The move down in gold yesterday su... How to Treat a Cold with Dr. Pepper, and other Weekend Reads by AdvisorAnalyst 12 Mar 2010 at 11:17am
Here are this weekend’s diversions for your reading pleasure. Have a great weekend, and March Break!
Testosterone: Friend Or Foe?
If testosterone i... Why Gold is Declining (The King Report) by AdvisorAnalyst 12 Mar 2010 at 10:52am
We received several inquiries about why gold is declining. Our view is gold is retrenching because:
• UK QE has ended (for now)
• US QE will end i... UniCredit Bank Warns Plunge In Sterling And Gilts, Britain Is Next “To Be Pum... by ZeroHedge.com 12 Mar 2010 at 10:31am
This article is a guest contribution from ZeroHedge.com.
Kornelius Purps, director of fixed income at Europe’s second-largest bank, UniCredit, has ... Chart: US Consumer Holds Back Growth by Prieur du Plessis, Investment Postcards from Cape Town 12 Mar 2010 at 10:19am
An interesting chart comes from the Consumer Metrics Institute (via Clusterstock - Chart of the Day) that constructs a US consumption index based o...
Stay on top of the latest headlines from the Wall Street Journal Online.
WSJ What's News Late Edition, March 12,2010by The Wall Street Journal 12 Mar 2010 at 4:47pm
Stocks maintain a narrow range on mixed economic data but move higher for the week; retail sales posts an unexpected gain in February; and Toyota faces a lawsuit in California.
Jeffrey Saut Daily Audio Comment Raymond James
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