Pessimism

Pessimism

Template for a mid-year letter

danrichards
Dan Richards
Below is a template for a mid-year letter to go to clients. Please make sure you read the accompanying post, Guidelines for An Effective Mid-Year Letter. Please remember ...
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A Letter for Pessimistic Clients/Prospects in Q1-2012

A Letter for Pessimistic Clients/Prospects in Q1-2012
If you’re at odds for a letter to send to clients this first quarter of 2011, as you’re going about communicating with them in the midst of all ...
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A Positive Perspective for Discouraged Clients

danrichards
Dan Richards My Practice
These days, it often feels that we’re totally enveloped in a mood of pessimism. At one level, that’s understandable; start with subpar market returns for ten years and ...
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Why Warren Buffett is optimistic – A quarterly letter to send clients

danrichards
Dan Richards
Among my articles that draw the most interest from advisors are the draft templates for a quarterly letter to send clients. This quarter’s letter is designed to balance ...
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Year end letter for clients… Investment advice from Winston Churchill

danrichards
Dan Richards
For the past two years, I’ve posted quarterly letters that advisors can use as a starting point to develop client letters of their own … the year-end letters ...
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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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“The pendulum never stops……”

danrichards
Dan Richards
Occasionally, something we hear sticks in our minds and stays with us. When I was in business school in the 1970s, my finance prof used a phrase that ...
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Two Compelling Articles to Send Clients

danrichards
Dan Richards
“I’m a huge bull on this country … we won’t have a double dip recession. I see our businesses coming back almost across the board.”  ….Warren Buffett, Berkshire ...
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Three ways to inspire clients

danrichards
Dan Richards
What’s your main goal when meeting with clients?Given the beating their portfolios have taken and the general mood of pessimism, often it’s to have them leave feeling more ...
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