"Dan Fuss: The 50-Year Opportunity in Bonds"
Opportunities in the bond market are as attractive now as they have been in at least 50 years, according to Dan Fuss, vice chairman of Loomis, Sayles & Company. He spoke on “The Bond Market Outlook” to the Boston Security Analysts Society on November 24. Fuss co-manages numerous institutional accounts, the Loomis Sayles Bond Fund, […]
"Discover hundreds of post ideas for your blog with mind mapping"
I’m a big fan of mind mapping as a way to organize your ideas before you start writing. But you can use mapping to brainstorm ideas for blog posts. Problogger Darren Rowse tells you how in “Discover hundreds of post ideas for your blog with mind mapping.” Rowse suggests that you list topics that you’ve […]
Investing in strangers’ human capital
Family wealth advisors say you should invest in your family’s human capital. But what about investing in the human capital of strangers? The “human capital contract” is coming to the U.S., according to “Betting on Bob” in today’s Boston Globe. How does it work? Writer Rebecca Tuhus-Dubrow explained that “…investors agree to cover the costs […]
Build your team–and your client base–with book clubs
You can train your staff using a book club, suggests Kirk Hulett of Securities America Inc. in “Move Over Oprah,” published in Practice Management Solutions (Nov./Dec. 2008). Hulett got me thinking. How about running a financial book club for your clients or prospects? It could deepen your relationship with them as you learn more about […]
Vanguard is using LinkedIn
John Ameriks of The Vanguard Group has posted a question on LinkedIn that’s running under a Vanguard banner. Plenty of financial professionals post questions on LinkedIn, but this is the first time I’ve seen one running under an advertisement. Click on the banner, and you go to the Vanguard home page. Will we see more […]