Are buy-side analysts inferior?
Buy-side analysts aren’t as good as sell-side analysts. At least not in the opinion of some researchers. “…buy-side analysts made more optimistic and less accurate forecasts than their counterparts on the sell side,” according to “Buy-Side vs. Sell-Side Analysts’ Earnings Forecasts,” an article by Boris Groysberg, Paul Healy, and Craig Chapman of Harvard Business School […]
"Let Content Determine Podcast Length"
The best podcasts tend to run 5-7 minutes long, according to “Let Content Determine Podcast Length” on MarketingSherpa (paid registration may be required for article access). However, longer podcasts can work if the content is compelling. Another key characteristic: they focus on one topic. So, if you’re considering adding podcasts to your menu of investment […]
A CFA favors longevity annuities
Longevity annuities may make sense in the eyes of at least one CFA charterholder. “…individuals can have their cake and eat it too. They can buy longevity insurance for about 5–10 percent of their assets while investing and decumulating the remaining 90–95 percent!” according to a Canadian charterholder’s letter in the July-August issue of CFA […]
Can you help your clients to control their fears?
The Intelligent Investor’s column on “How to Control Your Fears in a Fearsome Market” inspired this blog post. Author Jason Zweig lists four techniques that individuals can use to manage the stress they feel when the market tanks. You might be able to apply some of them in your conversations with clients. For example, consider […]
"Social Media in Plain English"
Why all the fuss about blogs and other social media? The video at “Social Media in Plain English” shows how tapping the wisdom of crowds using social media can benefit a company. It conveys ideas at a “big picture” level. There’s no road map to applying the ideas. It doesn’t even get into the specifics […]