There’s a lot of miscommunication between you and your clients. That’s because you let your head dominate your heart. The numbers do tell a story, but not always the whole story.
“Bad” Advice Can Add Value
I deal with many advisors. Some of them give advice that could be considered “bad,” but the benefit to their clients is tangible.
My First Hot Stock Tips
You may find it surprising that I’m giving stock tips now. I’ll explain why shortly. Here are my tips
Irrational Investor Behavior
Start thinking about a decline in the value of stocks as Black Friday for stocks.
Reconsider Your Generic Website and Videos
Most advisors’ web pages are incredibly boring. They’re filled with stock images, dense content, insider jargon and self-serving information. This isn’t a formula for maintaining interest.
A Massive Missed Opportunity
For those of us who have been writing about the benefits of passive management for over a decade, recent developments have been heartening. I have never seen so many articles debating whether active management is or isn’t “dead.”