Jeremy Siegel

Jeremy Siegel

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

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Each quarter since 2008, I have posted a template for a letter to serve as a starting point for advisors looking to send ...
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Using credible experts to help clients stick to their plans

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Warren Buffett has said it only takes two things for investors to succeed – having a sound plan and sticking to it…and it’s ...
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Avoiding Credibility Traps

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Many advisors are actively engaged in dialogue with clients about the market ups and downs of the past month. Part of your conversation ...
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Guidance from Buffett, Gross and Siegel – An End of Quarter Letter to Clients

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Given recent unrest in Europe and uncertainty about economic growth, many clients are looking to their advisors for direction on what they should ...
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Three Articles to Combat Celebrity Bears

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Dan Richards
 Printer-Friendly Version  Email This Article Last week’s “Night of the bears” in Toronto drew lots of media coverage.Here are three articles you can send clients that provide perspective ...
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Do You Need a Code of Conduct?

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Dan Richards
 Printer-Friendly Version  Email This Article Recently, I got an email from an advisor asking for suggestions on how to deal with clients who sold some or all of ...
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Navigating Post-Financial-Meltdown Reviews

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Recently, I got an email from an advisor asking for suggestions on how to deal with clients who sold some or all of ...
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Helping Clients Stick to Their Plans

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Warren Buffett has said it only takes two things for investors to succeed – having a sound plan and sticking to it … ...
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Rebuilding client confidence in stocks

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Dan Richards
 Printer-Friendly Version  Email This Article These days, there’s a cloud of uncertainty over markets, with questions about economic growth, government deficits, the timing and impact of interest rates ...
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4 Articles to Send Nervous Clients

danrichards
articles you can send Dan Richards
 Printer-Friendly Version  Email This Article Even with the market bounceback in 2009, many clients are still anxious, often stemming from negative media coverage of prospects for the economy ...
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Three Articles You Can Send to Nervous Clients

danrichards
articles you can send Dan Richards
 Printer-Friendly Version  Email This Article Despite the more positive tone to markets, anxiety is still high among many Canadians. Here are three articles from this past weekend’s Barron’s, ...
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Expert Evidence to Address Fears About Stocks

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My Practice
 Printer-Friendly Version  Email This Article Even with the recovery in the last nine months of 2009, many clients are still anxious about owning stocks. If you’re running into ...
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