Jeremy Siegel

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

Wednesday, April 4th, 2012

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 summary of what’s happened in the past 90 days; and the outlook for the period ahead. Advisors have told me that they’ve got a great response to these quarterly letters […]


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 […]


Avoiding Credibility Traps

Wednesday, November 9th, 2011

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 focus on putting the decline we’ve seen in historical context – an important priority, since good advisors provide perspective as part of their role. And there’s lots of statistical data […]


Guidance from Buffett, Gross and Siegel – An End of Quarter Letter to Clients

Wednesday, July 6th, 2011

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 template for an end of quarter letter is intended to be a starting point for your own letter to clients, one that can be a catalyst for a conversation about […]


Three Articles to Combat Celebrity Bears

Wednesday, June 29th, 2011

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 celebrity bears – two come for the Globe and Mail, the other features Professor Jeremy Siegel from Wharton in an article and audio interview.“Celebrity bears all the rage; but we’ve […]


Do You Need a Code of Conduct?

Tuesday, October 19th, 2010

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 near the 2008-lows. More specifically, he wanted to know if it’s worthwhile educating these clients of where they would be had they not sold out? Or does he risk further […]


Navigating Post-Financial-Meltdown Reviews

Tuesday, October 19th, 2010

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 near the 2008-lows. More specifically, he wanted to know if it’s worthwhile educating these clients of where they would be had they not sold out? Or does he risk further […]


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 […]


Rebuilding client confidence in stocks

Wednesday, July 21st, 2010

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 levels and the US housing market. Combined with recent market volatility and disappointing stock returns over the past ten years, it’s no surprise that many investors have lost confidence that […]


4 Articles to Send Nervous Clients

Tuesday, March 30th, 2010

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. If you run into this, here are recent articles that might help calm nervous clients. Emerging markets soar past their doubters New York Times – Tuesday December 29 http://www.nytimes.com/2009/12/30/business/global/30emerge.html?th&emc=th Jeremy […]