Pessimism

Pessimism

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 Eff ...
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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 ...
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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 su ...
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Dan Richards
Among my articles that draw the most interest from advisors are the draft templates for a quarterly letter to send clients. This q ...
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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 ...
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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 portfoli ...
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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 portfoli ...
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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 ...
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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 boar ...
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Dan Richards
What’s your main goal when meeting with clients?Given the beating their portfolios have taken and the general mood of pessimism, o ...
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Dan Richards
These days, few issues are more important or contentious than the outlook for the U.S. economy . The hard reality is that we won't ...
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