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Results 151–164 of 164 found.

The Value of Planning
by Bob Veres, 7/3/12
How much do you charge for your services? When you look hard at the value you provide, the answer may be: 'not enough.'

The Bargains in Europe's Great Oversell
by Bob Veres, 5/29/12
When was the last time we saw negative headlines drive valuations as low as they have in Europe? Evermore's David Marcus, who succeeded Michael Price as manager of the Mutual European Fund, says this period of obsession with Greek debt, bank restructuring and single-digit P/Es may be known as The Great Oversell.

How to Respond to the Bachus-McCarthy Bill
by Bob Veres, 5/1/12
I recommend that everybody contact your elected representatives and tell them that the proposed Bachus-McCarthy legislation would be detrimental to the small businesses in their district or state. Below is a sample letter for you to send to your elected representatives, and a press release for you to send to your local paper and press contacts.

Regulatory Armageddon
by Bob Veres, 11/1/11
Suppose you were somehow able to convince 40 advisors, who are all well-known thought leaders in the profession, to gather in the same room for a six-hour brainstorming session. The goal: to identify the single most important thing that the financial planning profession should be thinking about now. What do you think they'd come up with? Fasten your seat belts, because this may be the most important report you'll read all year.

Predictably Incorrect
by Bob Veres, 9/6/11
I had to read through this commentary by behavioral economics researcher Dan Ariely twice before I was willing to draw the obvious conclusion. It's the biggest bunch of hooey I've ever read in the financial planning press.

America's Tarnished Credit Rating
by Bob Veres, 8/9/11
In this letter designed to be sent to clients, Bob Veres explains the impact of S&P's downgrade of the US sovereign debt rating.

Japan Update
by Bob Veres, 3/22/11
This letter, suitable for sending to clients, explains the consequences of the tragedy in Japan and how investors should gauge its economic impact.

The Information Risk Premium: A New Danger to Client Portfolios
by Bob Veres, 10/5/10
Michael Aronstein, who manages the Marketfield Fund, connected two dots that most of us are aware of intuitively, but may not have consciously considered. As Bob Veres writes, Aronstein says that the primary challenge for investment advisors, financial planners and money managers today, which is different from the challenges you faced in the past, is the sheer amount of attention that investors are now able to pay to the ups and downs in their portfolios.

The Three Factors of Fear
by Bob Veres, 9/7/10
Bob Veres presents the latest release from his new service, which provides advisors with sample letters that they can share with their clients. In this edition, he looks at human psychology and the three factors of fear to understand why markets may now appear scarier to investors.

How to Fix the SEC
by Bob Veres, 7/13/10
Bob Veres' view is that the SEC is adequately funded, but perhaps is not ideally allocating the resources it already has. Fiduciary standards and regulatory reform are only part of the solution to protecting consumers from the predatory behavior of some financial services professionals in our midst. The remainder of the fix is potentially uncomplicated. See Bob's other contribution below.

Chronicle of the Quarter
by Bob Veres, 7/13/10
Bob Veres provides one of his Client Articles, which is a service for advisors to send to their clients; it's a daily blog about what it felt like to watch the market during the past fiscal quarter. It communicates several points: perhaps most importantly, that what seems clear in hindsight (the markets gave back their first quarter gains) is not at all clear as it is experienced.

The New Investment Paradigm: Graham Meets Markowitz
by Bob Veres, 3/16/10
Broadly speaking, the financial services industry has been divided into two competing paradigms since roughly 1950. One, articulated by Harry Markowitz, suggests advisors add value through diversified portfolios optimized along the efficient frontier. The other, advocated by Benjamin Graham, says advisors add value by purchasing assets at prices less than their fair value. Bob Veres reconciles those views and describes the New Paradigm that has emerged.

Another Sample End-of-Year Letter
by Bob Veres, 1/5/10
Bob Veres provides another of his sample end-of-year letters as part of the new client service he is introducing.

End-of-Year Letter Templates
by Bob Veres, 12/29/09
Bob Veres is the editor and publisher of Inside Information, a publication focused on practice management and related issues for the financial planning profession. He just introduced a new monthly service, Client Articles, which will contain articles (and cartoons) that can be sent to clients, for example as part of your quarterly newsletters. He provides two sample letters.
Results 151–164 of 164 found.