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Investment News

Searching for the perfect investment is counterproductive for clients

  • March 14th, 2016
  • Investment News

Have you ever had a client who’s really used to being in control? I had a client like that once. He was a great guy and a friend who also happened to be a super-successful entrepreneur. For him, when he wanted something to happen, he made it happen.One day, he was frustrated and said, “I… Read More

Clarify what diversification really means, and why it matters

  • February 8th, 2016
  • Investment News

When you sit down with a client for the very first time, what happens when you start talking about diversification? I’m betting you talk about picking a mix of investments, like stocks and bonds, maybe even some cash or real estate. You probably even discuss risk (another fun word). But I’m betting that most of… Read More

Correcting the adviser-client disconnect over the definition of risk

  • January 25th, 2016
  • Investment News

When we say the word “risk” to clients, we’re most often thinking of technical things. Like volatility or standard deviation. But when clients hear the word “risk,” they’re thinking of the chances they’ll run out of money or fail to meet an important goal.That’s a big disconnect, and super frustrating for both you and your… Read More

How to prevent clients from making a classic behavioral investing mistake

  • December 28th, 2015
  • Investment News

At some point, we’ve all had a client walk into the office and start a sentence with something like “I heard” or “I read.” This happened pretty regularly after David Swensen wrote a book about his experience managing Yale’s endowment fund. For a while, the guy was everywhere, and more than a few clients wanted… Read More


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