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.
What Dan Writes
I deal with many advisors. Some of them give advice that could be considered “bad,” but the benefit to their clients is tangible.
You may find it surprising that I’m giving stock tips now. I’ll explain why shortly. Here are my tips
Start thinking about a decline in the value of stocks as Black Friday for stocks.
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.
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.”