Statistics to calm nervous investors: Research on dollar cost averaging

Are you–or your clients–nervous about buying stocks? You may find comfort in statistics from “(Re)Entering the Market: The Costs and Benefits of Dollar Cost Averaging” by Gregory D. Singer, director of research, and Ted Mann, analyst in Bernstein Global Wealth Management’s New York office. Their article appeared in the CFA Institute’s Private Wealth Management e-newsletter […]

What a difference eight months makes!

Loomis Sayles bond manager Dan Fuss spoke about “The 50-Year Opportunity in Bonds” just after Thanksgiving 2008. He liked corporate bonds. This morning I read “U.S. corporate debt outpaced Treasuries for a fourth consecutive month and have now outperformed by 14% year to date” in the Morningstar Bond Market Commentary (August 2009). Things sure have […]

How to punctuate bullet-pointed lists

Have you ever used a bullet-pointed list in a memo, report or PowerPoint presentation? Are you punctuating your lists correctly? Or maybe you’re not as compulsive as I am about these picky points. Anyway, here’s what one reference book, The Grammar Bible, says: If a sentence follows the bullet, place a period at the end. […]

Should you drop subscribers who don’t open your e-newsletter?

If you’re like most e-newsletter senders, you track the statistics on how many subscribers open each issue. Personally, I check them multiple times because I get a rush out of every click on my monthly Investment Writing Update. But there are people who never seem to read my newsletter.   This made me ask, should […]

Guest post: Attaining and Sustaining High Productivity in Investment Management Marketing

Investment management firms need optimal internal collaboration to achieve the best possible communications, marketing, and client service as they cope with anxious clients, tight budgets, and lean staffing. Tips for how to achieve this goal are the focus of this guest post by Jacqueline L. Charnley and Christine M. Rostvold, founders of Charnley & Rostvold, […]