Watch out for inflation, says veteran value manager Jean-Marie Eveillard

Value investing was the focus of the presentation by Jean-Marie Eveillard, senior adviser and board trustee to the First Eagle Funds and senior vice president of First Eagle Investment Management, LLC, to the Boston Security Analysts Society (BSAS) on April 13. Eveillard also opined on the world economic outlook. Three economic scenarios Eveillard thinks there […]

Teleclass FAQ–Answers to common questions about "How to Write Blog Posts People Will Read"

Are you a financial advisor with questions about whether my teleclass on “How to Write Blog Posts People Will Read: A 5-Week Teleclass for Financial Advisors” will work for you? You’ll find answers to common questions below. Do you have questions I haven’t answered below? Leave them as a comment or call me at 617-969-4509. […]

What students say about “How to Write Blog Posts People Will Read”

The investment and wealth managers who’ve taken my writing class, “How to Write Blog Posts People Will Read,” have enjoyed it. Here’s a sampling of what my students have said on their evaluation forms and in phone calls with me. *  What was valuable for me was the structure. The handouts, the thesis statement, the […]

Which blogging platform should I use?

If you’re not yet blogging, you’re probably wondering which blogging platform to use. WordPress seems the most popular. If I were starting my blog today, I’d probably go with WordPress rather than Blogger. I’m no expert on blogging platforms, so you’ll find below some opinions from folks who know more than me. Technology specialist Bill […]

Guest post: Five Tips for Delivering Bad News to Clients

Everyone struggles with delivering bad news to clients–and financial advisors have had to deliver plenty of bad news over the past couple years.  That’s why I felt excited when I discovered that Kathleen Burns Kingsbury, the author of this guest post, can help advisors manage difficult communications with clients. Five Tips for Delivering Bad News […]