"The Surprising Winners in the Financial Crisis"
Young people are “The Surprising Winners in the Financial Crisis.” They’ll be better able to afford housing than their parents, says blogger Andrew O’Connell. Moreover, “With more affordable housing, young people might actually be able to win back some of the earning power that the American middle class has been steadily losing to globalization and […]
If you’re looking for an agent for your financial book…
You can find agents who handle books like yours by going to AgentQuery and checking the “finance” box. That’s the easy part. It’ll take a lot longer to convince an agent that you’ve got a marketable book. Good luck! _________________Susan B. Weiner, CFA Check out my website at www.InvestmentWriting.com or sign up for my free […]
Do NOT copy this wealth management firm’s navigation scheme
There’s a lot that I like about the way that a certain wealth advisory firm communicates with clients and the public. But its website navigation is terrible. It should get rid of the website frames that prevent users from going directly to content loaded on its website. In its email notices, the firm tells me […]
"Is It Different This Time?" by DFA’s Weston Wellington
For a reassuring take on financial markets’ resilience and the future of diversified portfolios, watch “Is It Different This Time?” by Weston Wellington of Dimensional Fund Advisors. As an editor, I was impressed by how Wellington used images of magazine and newspaper headlines to convey how wrong alarmists have been on many occasions. Thank you, […]
"Is Outsourcing Portfolio Construction the Wave of the Future?"
Glenda Kemple knows precisely why she outsources portfolio construction. “You add value because you understand your client’s total financial picture,” says Kemple, CPA, CFP®, of Kemple Capital in Dallas, Texas. That picture includes cash management, tax planning, retirement planning, estate planning, education planning, and risk management, in addition to investment management. “We want clients focused […]