Behavioral Finance – A Three-Part Model for Client Relationships

Behavioral finance can deepen your client relationships during market turmoil, if you recognize your clients’ emotional right-brained reactions before you offer insights based on your analytical left-brained analysis. By applying a three-pronged process of Recognize-Reflect-Respond, you can adapt to new information in a thoughtful and effective framework. Gayle H. Buff, president of Buff Capital Management, […]

A title can make a world of difference

“Titles and subtitles are turbocharged text. They are your work distilled,” says Francis Flaherty in The Elements of Story, p.247. So, don’t just dash off your titles and subtitles. Put some thought into them. Make them convey the main points of your articles or blog posts. You’ll get more readers, if you follow this advice. […]

Fixed income attribution week

I just learned that the Spaulding Group, which I wrote about in “Fixed income attribution falls short,” will run a week-long series of webinars on fixed income attribution from July 13-July 17, 2009. If you remember the Campisi model that popped up in my earlier blog post, “Fixed income attribution falls short,” you may enjoy […]

Behavioral finance can deepen your client relationships

Understanding behavioral finance can improve your client relationships. That’s the lesson I took away from “Behavioral Finance: So What?”, a June 15 presentation by Gayle H. Buff, president of Buff Capital Management, to the Boston Security Analysts Society (BSAS). Buff has 20 years of experience working with  individual investors and is a past president of […]

Off-topic post: My trip to China

I recently spent almost three weeks in China. It was quite an experience. Yakety-yak Empty your cup of yak butter tea, if you don’t want a refill. Flick three drops of beer into the air before you drink–one for the Buddha, the next for the ancestors, and the third for guests. Take off your hat […]