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 […]

"Client Communications in Volatile Markets" by Harold Evensky

“The most important thing to communicate is that you are well aware of how scary the markets are and that you understand your clients are worried. However, it is imperative that you also convey a sense of calmness and optimism,” says Harold Evensky of Evensky & Katz in “Client Communications in Volatile Markets.” His article […]

Three recruiters talk about hiring at investment management and mutual fund firms

Hiring is down, but not out, at investment management and mutual fund firms. That’s according to three Boston-area recruiters I queried recently. “Overall, hiring in the mutual fund industry is down sharply from where it was 3 years ago,” said Charles O’Neill, principal, Diversified Management Resources. His firm’s Mutual Fund Careers website scans openings from […]

It’s okay to end a sentence with a preposition

“My mother always told me I shouldn’t end a sentence with a preposition.” I don’t agree with that client’s mother.  It is okay to end a sentence with a preposition. At least, it’s okay most of the time. Because, as Grammar Girl says, it doesn’t sound natural to say things like “On what did you […]

Hedge funds are better off than you think

There’s no mass exodus out of hedge funds, according to this clip from CNBC.com. Indeed, hedge funds with global macro, managed futures, and equity market neutral strategies are delivering good returns, according to Ferenc Sanderson of Lipper. _________________ Susan B. Weiner, CFA Check out my website at www.InvestmentWriting.com or sign up for my free monthly […]