"Should you use quotes like PIMCO’s Bill Gross?"

If you don’t subscribe to my e-newsletter, you missed “Should you use quotes like PIMCO’s Bill Gross?”  This article appeared exclusively in my e-newsletter and provided advice on how to use one of Gross’ investment commentary techniques.

Useful quarter-end fact from The Wall Street Journal

Here is a useful tidbit for your quarterly investment commentary from the June 28-29 issue of The Wall Street Journal: Bear markets average 14 months and recover within a year of their bottom, according to Sam Stovall of S&P in “What to Do to Survive This Market” The 14-month average is also cited in “Dow […]

Time to invest in frontier market stocks

“If you remember China 20 years ago, you get a sense of the potential for frontier markets today.”  This quote from Larry Speidell, chief investment officer of Frontier Market Asset Management, kicks off my article on “Time to invest in frontier market stocks?” in Advisor Perspectives. Are YOU ready to invest in frontier market stocks? […]

Another reason for financial advisors to start a blog

“I’ve been able to prove how much more I can accomplish by answering a question, and posting it on a blog, for example, than I can by answering the same question over and over.”  This quote by Luis Suarez in his New York Times article, “I Freed Myself from E-mail’s Grip,” got me thinking. Financial […]

A great way for financial advisors to leverage existing content

A blog can be a great way for financial advisors to leverage their inventory of compliance-approved articles. That’s according to my interview with Stuart Zimmerman, principal, and Jim Cornfeld, investment advisor, The Buckingham Family of Financial Services. However, it’s too early to tell if the blog will yield financial benefits. Cornfeld started The Educated Investor […]