Market Performance

Re-Igniting Your Passion for the Business

Wednesday, April 4th, 2012

“By making one small change to my weekly routine, I’ve been able to recapture some of my excitement for the business.” – Veteran Chairman’s Club advisor Successful advisors consistently tell me they’ve lost enthusiasm and passion for their work compared to 10 or 15 years ago. Advisors have two choices when this happens; either accept […]


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 […]


A Q1 Letter to Clients – Two Critical Lessons from Japan

Wednesday, May 11th, 2011

An end of quarter letter to clients – Investment advice from Mark Twain Given recent events in Japan and North Africa, many clients are looking to their advisors for direction on what they should do. This template for an end of quarter letter is intended to be a starting point for your own letter to […]