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The Assets: Investment strategies


  • December 17, 2013
    Do You Prefer Financially Literate Clients?

    Wealth management involves a good deal of specialized knowledge, from market mechanics to the miracle of compound interest. Would you rather work with clients who understand the fundamentals?

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  • December 13, 2013
    Women More Tuned to Investment’s Social Impact
     They’re also keener to examine track records before they put money to work.
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  • December 11, 2013
    Are U.S. Stocks Heading for a Technical Cliff?
    Technical stock analysts see a “triple top” in the making.
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  • December 11, 2013
    Tell Clients to Leave Bitcoins to the Drug Dealers
    The virtual currency is best avoided, despite its fast rise.
    Last Comment: December 11, 2013
    1 Comment
  • December 10, 2013
    How Much Do You Need to Know About Behavioral Finance?

    Many advisors seem to think insights gleaned from behavioral finance can help them keep clients from making infamous mistakes like buying high and selling low, and not saving enough when they can to make retirement more pleasant. What’s your take on behavioral finance?

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  • December 9, 2013
    Bubble Talk: The Pundits Might Protest Too Much
    It’s as if they’re trying to reassure themselves that stocks aren’t overpriced.
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  • December 6, 2013
    Political Bickering Undermines Advisor Confidence
    But affluent investors are riding the stock market’s highs.
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  • December 5, 2013
    Another Day, Another Forecast: 2,014 in 2014?
    Financial firms trot out their predictions for the year ahead.
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  • December 5, 2013
    Clients Don’t Want What They Can’t Understand
    A fund manager finds simplicity sells.
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  • December 4, 2013
    Think Twice Before Tying Yourself to an Investment Style
    It’s trendy for advisors to talk about themes and theses. But is it good for clients?
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