Prof. Andre Perold on "Stable Risk Portfolios: A Timely Alternative to Static Asset Allocations?"

Risk matters. October’s wild stock market swings have reminded investors that volatility can be painful. They simply can’t stomach as much risk as they thought they could. In this environment, it’s no surprise that Professor André F. Perold’s October 21 talk on “Risk Stabilization and Asset Allocation” attracted a bigger than usual crowd to the […]

"How to Craft a Blog Post" by Darren Rowse

Starting to blog without thinking about your process can be a big mistake. Read Problogger Darren Rowse’s “How to Craft a Blog Post – 10 Crucial Points to Pause” for helpful tips.  If you follow his advice, it may take you longer to write your blog posts, but your return on investment will increase exponentially.

"The Ten Biggest Mistakes Case Study Writers Make" by Casey Hibbard

Before you write case studies for your wealth management or financial planning business, read “The Ten Biggest Mistakes Case Study Writers Make” by Casey Hibbard (registration required). You can learn from her tips, even though her article is geared to professionals writing for technology companies. “Ignoring the Audience,” Hibbard’s number one “don’t,” is also the […]

If you’re confused about what type of chart to use…

…check out Chart Chooser. It’s a website that suggests chart formats for each of six purposes:  Comparison Distribution Composition Trend Relationship Table   Plus, it provides free PowerPoint or Excel templates that you can load your data into. I learned about this resource from Ann Wylie’s Revving Up Readership newsletter. Thanks, Ann!    

Four tips for managing the stock market’s emotional strains

Your clients may benefit from life coach Cheryl Richardson’s advice on how to minimize the emotional toll of the stock market’s gyrations. Richardson suggests: Put limits on sensational, bad news.  Put limits on your interactions with pesky pessimists. Fill your head and heart with empowering information and inspiration.  Become a source of hope and strength […]