Global Economies

Template for a mid-year letter

Wednesday, April 18th, 2012

Below is a template for a mid-year letter to go to clients. Please make sure you read the accompanying post, Guidelines for An Effective Mid-Year Letter. Please remember that this letter is intended as a template only, be sure to take the time to modify this to reflect your personal views. June  22, 2009 A […]


Using credible experts to help clients stick to their plans

Wednesday, January 25th, 2012

Warren Buffett has said it only takes two things for investors to succeed – having a sound plan and sticking to it…and it’s the sticking to it part where most people struggle. Along similar lines, the key for advisors in helping clients succeed is not developing the right plan, it’s putting in place strategies to […]


Two Compelling Articles to Send Clients

Sunday, September 19th, 2010

“I’m a huge bull on this country … we won’t have a double dip recession. I see our businesses coming back almost across the board.”  ….Warren Buffett, Berkshire Hathaway “GE is now finding it profitable to build manufacturing and service centers in the United States rather than overseas, because it is more competitive to do […]


Helping Clients Stick to Their Plans

Wednesday, July 28th, 2010

Warren Buffett has said it only takes two things for investors to succeed – having a sound plan and sticking to it … and it’s the sticking to it part where most people struggle. Along similar lines, the key for advisors in helping clients succeed is not developing the right plan, it’s putting in place […]