Jeremy Siegel

Jeremy Siegel

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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Using credible experts to help clients stick to their plans

danrichards
Dan Richards
Warren Buffett has said it only takes two things for investors to succeed – having a sound plan and sticking to it…and it’s the sticking to it part ...
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Avoiding Credibility Traps

danrichards
Dan Richards
Many advisors are actively engaged in dialogue with clients about the market ups and downs of the past month. Part of your conversation will typically focus on putting ...
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Guidance from Buffett, Gross and Siegel – An End of Quarter Letter to Clients

danrichards
Dan Richards
Given recent unrest in Europe and uncertainty about economic growth, many clients are looking to their advisors for direction on what they should do. This template for an ...
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Three Articles to Combat Celebrity Bears

danrichards
Dan Richards
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 on the celebrity bears – ...
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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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Helping Clients Stick to Their Plans

danrichards
Dan Richards
Warren Buffett has said it only takes two things for investors to succeed – having a sound plan and sticking to it … and it’s the sticking to ...
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Rebuilding client confidence in stocks

danrichards
Dan Richards
These days, there’s a cloud of uncertainty over markets, with questions about economic growth, government deficits, the timing and impact of interest rates increases, unemployment levels and the ...
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4 Articles to Send Nervous Clients

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articles you can send Dan Richards
Even with the market bounceback in 2009, many clients are still anxious, often stemming from negative media coverage of prospects for the economy and markets. If you run ...
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