Guest post: “Articles You Publish in Financial Trade Publications Will Impress Prospects”

PR expert Beth Chapman has years of experience helping financial advisors. Plus, she’s a longtime friend and one of my first guest bloggers. It’s a pleasure to welcome her back to my blog in response to a comment by one of my Facebook followers. Articles You Publish in Financial Trade Publications Will Impress Prospects: You […]

Diversification: Andre Perold’s take on its value

“Diversification shouldn’t be viewed as protecting you from losses in wealth but rather from being concentrated in the worst-performing asset classes.” In other words, diversification puts a floor under how badly you can do when all asset classes fall. This struck me as a valuable insight from “Harvard Business School Professor Andre Perold Looks At […]

Investment writing challenge for my readers

Change one word in the following line to make it a more effective sentence. The Standard and Poor’s 500 Index rose and the Barclays Capital Aggregate Bond Index fell. Post your rewrite in the comments. I’ve got a writing lesson in mind as I pose this puzzler. I’ll circle back later to explain it, although […]

Blog comment guidelines for financial advisors: Russell Investments example

Financial advisors, investment managers, and wealth managers worry about allowing comments on their corporate blogs. The wrong comment could land the blogging firm in trouble with the SEC or FINRA. Russell Investments offers a good example of how to handle this issue. I imagine that Russell’s solution has three components, although only two are visible […]

Best European investment opportunities are cyclical, say strategists

European cyclical stocks and banks in the continent’s peripheral countries offer the best investment opportunities, according to Ian Harnett, managing director for European strategy at Absolute Strategy Research (ASR), a London-based macroeconomic research firm. He made his comments during “Europe: ‘This could be Heaven or this could be Hell,’ ” a March 17 presentation to […]