"Making Sense of the Dollar"

The U.S. economy is in better shape than you think. It may even start coming back in the second half of 2009, and the dollar will end 2009 higher versus the euro and yen. At least, that’s the optimistic outlook Marc Chandler, Brown Bothers Harriman’s global head of currency, set forth in his keynote address […]

Take advantage of a 20% discount on the Managing Retirement Income conference

You can save 20% on your registration for the conference on “Managing Retirement Income: Creating Solutions to Manage Downside Risk and Adapting Strategies to Preserve Retirement Income in a Shifting Economy” that will be held in Boston, Feb. 9 to Feb. 12.  The discount code should automatically fill when you click on the link above. […]

"50 Things Your Customers Wish You Knew"

“50 Things Your Customers Wish You Knew” by Sonia Simone  on the Remarkable Communication blog gives you some great insights into your clients. Client opinion #10 is: “I don’t understand a lot of the messages you send me. Can you make them clearer?” That resonates with me. I wonder about #16, “The wealthier I get, […]

Goodbye, Lehman Agg!

The term “Lehman Agg” used to roll off my tongue. I felt like an insider knowing that was short for “Lehman Brothers U.S. Aggregate Index” of bonds. It feels strange to be typing “Barclays Capital U.S. Aggregate Index (formerly the Lehman Brothers U.S. Aggregate Index)” as I create my fourth quarter performance reports. Does this […]

New "Wall Street Week" seeking participants

Contact Jeff Salkin (jeff AT wallstreetweek.com) if you’re interested in appearing on a new version of  the “Wall Street Week” show. Here’s what Jeff says: We are launching a web-based revival of the venerable “Wall Street Week” franchise. We think there’s a need for a higher-level (and lower-decibel) program than CNBC etc. Looking for potential […]