Morgan Creek Capital’s Yusko on investing
“Alternative Thinking About Investments” was the topic addressed by Mark Yusko, CEO and chief investment officer, Morgan Creek Capital Management, when he spoke at the annual conference of the Financial Planning Association of Massachusetts on May 7. Yusko’s wide-ranging talk was provocative and entertaining, with some great one-liners that became tweets that I quote below. […]
Spice up your blog with free or low-cost photos
A photo can make the difference between whether someone reads—or skips—your financial blog post. Here are some free or low-cost sources for photos you can use in your blog and elsewhere. FreeDigitalPhotos.net stock.xchng Wikimedia Commons, which I discussed in “When your blog demands a photo of a public figure“ Compfight Flickr’s Creative Commons licensed content […]
How I’ve benefited from Twitter
“Has being active in social media helped you grow your business?”This question from a wealth manager set me thinking. Most of my new business still comes through old-fashioned referrals from people whom I’ve met face-to-face. But that’s changing thanks to social media, especially Twitter. There’s no doubt that my Twitter has helped my business. I […]
Roger Ibbotson attacks asset allocation "folklore"
“The time has come for folklore to be replaced with reality” says Roger Ibbotson in “The Importance of Asset Allocation” in CFA Institute’s Financial Analysts Journal (March/April). Folklore means “the idea that asset allocation policy explains more than 90 percent of performance,” which is a misinterpretation of the classic 1986 article, “Determinants of Portfolio Performance” […]
Financial advisor poll: How do you sign your business emails?
Email communications with clients, prospects, and referral sources are an essential part of your private wealth management or investment business. Handle them well, and you deepen your relationships. In How to Instantly Connect with Anyone, author Leil Lowndes suggests an email closing technique that may boost your effectiveness. Even something as small as your email […]