Jeremy Siegel

Jeremy Siegel

A Q1 letter to clients: Bernanke, Buffett and Siegel on the Prospects Ahead

Dan Richards
 Printer-Friendly Version [email_link] Each quarter since 2008, I have posted a template for a letter to serve as a starting point for advisors looking to send clients a ...
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Using credible experts to help clients stick to their plans

Dan Richards
 Printer-Friendly Version [email_link] 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 ...
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Avoiding Credibility Traps

Dan Richards
 Printer-Friendly Version [email_link] Many advisors are actively engaged in dialogue with clients about the market ups and downs of the past month. Part of your conversation will typically ...
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Guidance from Buffett, Gross and Siegel – An End of Quarter Letter to Clients

Dan Richards
 Printer-Friendly Version [email_link] Given recent unrest in Europe and uncertainty about economic growth, many clients are looking to their advisors for direction on what they should do. This ...
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Three Articles to Combat Celebrity Bears

Dan Richards
 Printer-Friendly Version [email_link] Last week’s “Night of the bears” in Toronto drew lots of media coverage.Here are three articles you can send clients that provide perspective on the ...
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Do You Need a Code of Conduct?

Dan Richards
 Printer-Friendly Version [email_link] Recently, I got an email from an advisor asking for suggestions on how to deal with clients who sold some or all of their portfolio ...
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Navigating Post-Financial-Meltdown Reviews

Dan Richards
 Printer-Friendly Version [email_link] Recently, I got an email from an advisor asking for suggestions on how to deal with clients who sold some or all of their portfolio ...
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Helping Clients Stick to Their Plans

Dan Richards
 Printer-Friendly Version [email_link] Warren Buffett has said it only takes two things for investors to succeed – having a sound plan and sticking to it … and it’s ...
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Rebuilding client confidence in stocks

Dan Richards
 Printer-Friendly Version [email_link] These days, there’s a cloud of uncertainty over markets, with questions about economic growth, government deficits, the timing and impact of interest rates increases, unemployment ...
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4 Articles to Send Nervous Clients

articles you can send Dan Richards
 Printer-Friendly Version [email_link] Even with the market bounceback in 2009, many clients are still anxious, often stemming from negative media coverage of prospects for the economy and markets. ...
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