"Op-Ed Guidelines for The Wall Street Journal"

The Wall Street Journal is a great place for you to get noticed. Getting your opinion piece published on the op-ed page carries cachet. Plus, it’ll make a great reprint to share with clients and prospects. Check out “Op-Ed Guidelines for The Wall Street Journal.” Your essay should run 600 to 1200 words and be […]

Funds using alternative investment strategies gain steam

Alternative investments that are less correlated to major market indexes are gathering momentum in the advisor community. Two trends are fueling the movement. First, the sharp market declines since September 2008 have boosted the attraction of strategies that don’t dive along with stock market. “This year, people are looking to dial down risk in their […]

"How to send a personal email" by Seth Godin

“How to send a personal email” by Seth Godin gives some excellent suggestions about how to avoid being perceived as a spammer. But there are no easy answers. Basically his 14 points boil down to taking the time to make your email short, clear, personal, and relevant to the recipient.  I found Godin’s blog post […]

"James Grant: A Positive Lesson from the Great Depression"

Great price tags on a number of investments are the silver lining of the current recession, according to James Grant, founder of Grant’s Interest Rate Observer.  Grant shared his “Thoughts on the Financial Markets and the Current State of the Economy” with the Boston Security Analysts Society on February 11. He spoke at length about […]

"Institutional investing" isn’t as great as you think

That’s what Van Kampen Investments discovered when it researched how to name a new retirement income product. “Institutional” means expertise to financial services professionals, but it makes individuals think of hospitals and prisons, said Andrew Scherer, managing director, Van Kampen Investments, in his comments to the Managing Retirement Income conference on Feb. 10. Van Kampen […]