What Advisors Are Saying:
How advisors articulate the benefits of financial planning
Volume 32, Issue 7
IN THIS WEEK’S ISSUE:
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Why clients should follow their investment playbook
Financial advisors often use sports analogies when educating clients about investment concepts. Football offers many valuable principles that relate well to active investment management.t’s hard to believe...
Consumer confidence hits decade low
The University of Michigan’s Index of Consumer Sentiment fell to 66.8 for November, according to preliminary data released Friday, Nov. 12. According to CNBC, “That was the lowest since November 2011 and well below the Dow Jones estimate of 72.5. October’s reading was...
The Fed’s ‘taper time’—as inflation persists
The Federal Reserve today [Nov. 3] announced the (much-overdue) start of tapering, which means it will continue to increase the size of its balance sheet, but not quite as fast. Starting later in November, the Fed will reduce its monthly pace of asset purchases to...
Using the internet as a virtual business card
Damon Ridley • Greenbelt, MDRidley Wealth Strategies • Householder Group Estate and Retirement Specialists • LPL Financial do a lot of prospecting the traditional way, receiving referrals from current...