Getting the First Meeting with a Female Client
Industry leaders tell us what not to say with female clients and what women want in an advisor. What is virtually unanswered, though, is how advisors can meet female prospects. From the perspective of someone who is female and was an advisor, here’s what I would do.
“Bad” Advice Can Add Value
I deal with many advisors. Some of them give advice that could be considered “bad,” but the benefit to their clients is tangible. Here are a few examples.
How to Deal with an Irrational Boss
Is it possible to deal effectively with senior people who are irrational and don’t care about the truth?
The Five Most Powerful Growth Hacks
A Thousand Points of Fiduciary Light
New Research on the Value of Global Diversification
Why Advisors Should Distinguish Base and Discretionary Expenses
An Annuity Hater Revisits SPIAs
A special invitation to attend the top investment and behavioral finance conference
Larry Swedroe’s Best Investment Books
How to Get Prospects to Understand More and Make Decisions Faster
Budget Your Time Like You Budget Your Money
The Three Largest Cryptocurrencies
NAHB Housing Market Index: "Lower Interest Rates Stabilize Builder Confidence"
Empire State Manufacturing Survey: Slight Growth in January
December Producer Price Index: Core Final Demand Down 0.1% MoM
Fourth Quarter 2018 - The Year When Nothing Worked
International and Global Markets Commentary and Investment Outlook
Dr. Jekyll Economy Meets Mr. Hyde Markets
Loomis Sayles' Investment Outlook
Modest total returns and above-average volatility may define the risk asset landscape in 2019 as economic and corporate earnings growth slow.
Outlook 2019: Despite Current Slowdown, Will We See More of the Same?
For the past several years, despite mounting political concerns and a few short-term setbacks, the economy and markets have continued to grow. But now that story seems to be changing. With key economic indicators and investor confidence taking a hit recently, what will this mean for 2019? Commonwealth CIO Brad McMillan presents his expectations for the new year.
Navigating A Downhill Climb: 2019 ETF Market Outlook
Corporate profits and economic growth remain positive, but are past their peak. Investors may soon find that reaching the summit was the easy part. The real challenges occur in the climb down. Chief Investment Strategist Michael Arone, CFA and Head of SPDR® Americas Research Matthew Bartolini, CFA present three strategies to position for a market with potentially more downside than upside.
A Case for Mid Cap Equities
Adaptability. Growth potential. Overlooked opportunity. Mid-cap stocks may be the missing piece to help solve for growth. We make the case for why advisors may want to consider this often-underappreciated asset class.