Markopolos SEC letter (2005)
A 2005 letter from Harry Markopolos to the SEC about Madoff Investment Securities is now available on the LinkedIn profile of Bud Haslett, CFA, CEO of Miller Tabak Securities. The file is less than halfway down the page. It’s below Bud’s Presentations sections and above his Experience section.
Top 10 tips for CFA charterholders considering freelance writing
If you’re a CFA charterholder considering a freelance writing career, here’s advice from Omar Bassal, CFA. Omar is the head of asset management at NBK Capital, a freelance writer, and the author of Swing Trading for Dummies. I’m posting Omar’s article as part of my preparation for a panel on “Alternative Careers for CFA Charterholders” […]
"3 Reasons Why Your White Papers Might Fail to Bring in New Business "
Winton Churchill offered three “Reasons Why Your White Papers Might Fail to Bring in New Business” in a White Paper Source post that’s no longer online. But his reasons are still relevant. I list his reasons below and give my take on how they apply to the investment business. “#1. Preaching to the choir“: For […]
Financial planning firm benefits from Twitter
Are you struggling to figure out how Twitter micro-blogging can help you as a financial advisor? In “Yes, Twitter Can Help Financial Planners,” Bill Winterberg blogs about how using Twitter helped his firm do a better job of ensuring their tax loss harvesting is executed without errors. Twitter brought him a solution to a pesky […]
Lesson from a headline, "A 30-Year Treasury Bond: Probably One of the Most Dangerous Investments You Could Make"
“A 30-Year Treasury Bond: Probably One of the Most Dangerous Investments You Could Make” is a great headline. It’s also a great topic. Why? Because it challenges the average person’s idea of what’s a safe investment. Turning a common idea on its head will attract readers. In this case, it will also do them a […]