Investment Management
Spending flexibility must be better incorporated into the tools and outcomes metrics with which financial advisers advise clients.
What were the leading stories from Enterprising Investor in January?
The most important financial document your clients can sign is a power of attorney (POA). Katya Sverdlov, CFA, JD, explains.
Better conversations lead to better relationships, says Isaac Presley, CFA. To achieve that, you must talk less. And when you do speak, ask great questions.
We are socialized to believe that we get what we pay for. In the case of trustee and planning services, does the lack of a stated fee imply to clients that these services have little value? Preston McSwain offers his perspective.
The Epicurean Dealmaker ran during a financially tumultuous period from early 2007 to around April 2015, when its pseudonymous investment banker author appeared to have signed off for the last time. It is a treasure of erudition, wit, recalcitrance, irreverence, and self-deprecation, writes Marc Ross, CFA.
Much of the public still has a negative opinion of capitalism and finance. What can we do about it? Kim Ann Curtin recommends five practices to help us live more consciously.
Stop losses may not enhance returns, says Joachim Klement, CFA, but they enhance client well-being, and in the end, they may keep a client from selling what is otherwise a great long-term investment.
By far the biggest hurdle to handicapping or investing is recognizing when basic conditions have changed, be they rule changes, unexpected weather, personal issues of the professionals, or any number of other fluctuations. From an investment viewpoint, I believe 2015 experienced such cumulative changes that made many of our old approaches less useful.
This easy-to-read book encourages millennials to invest in the global stock market for wealth accumulation. It provides the reasons why they should invest, strategies they can follow, and behavioral pitfalls they should avoid.