A CFA favors longevity annuities

Longevity annuities may make sense in the eyes of at least one…

Can you help your clients to control their fears?

The Intelligent Investor's column on "How to Control Your Fears…

"Social Media in Plain English"

Why all the fuss about blogs and other social media? The video…

How to boost your website’s rank in Internet searches

Use keywords well and you boost the odds that potential clients…

What Jason Zweig does right–and wrong–in his inaugural column

"Stop Worrying, and Learn to Love the Bear." I love the title…

Website demystifies confusing words

NOTE: The Confusing Words website no longer exists.  Try…

If you’re a financial advisor considering LinkedIn and other social networking

Is social networking right for you?  You could easily spend…

"Should you use quotes like PIMCO’s Bill Gross?"

If you don't subscribe to my e-newsletter, you missed "Should…

Useful quarter-end fact from The Wall Street Journal

Here is a useful tidbit for your quarterly investment commentary…

Time to invest in frontier market stocks

"If you remember China 20 years ago, you get a sense of the potential…

Another reason for financial advisors to start a blog

"I've been able to prove how much more I can accomplish by answering…

A great way for financial advisors to leverage existing content

A blog can be a great way for financial advisors to leverage…

Quants CAN communicate clearly

Sometimes my eyes glaze over when I attend quantitative presentations.…

"Tool: Google Trends"

Google Trends will help you figure out which of your key words…

Advice from the SEC’s expert on plain English

The SEC has tapped William Lutz to lead its "21st Century Disclosure…

2008 World Wealth Report out from Merrill Lynch and Cap Gemini

The 2008 edition of the annual World Wealth Report is now available. If…

E-mail tips from Seth Godin

The email checklist at Seth Godin's blog starts out with some…

The changing world of mutual fund distribution

Mutual fund distribution sure has changed since my days as a…