Market Valuations

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 […]


“The pendulum never stops……”

Sunday, September 19th, 2010

Occasionally, something we hear sticks in our minds and stays with us. When I was in business school in the 1970s, my finance prof used a phrase that I often find useful in conversation with clients and investors – especially in markets such as we’re in today. That phrase: “The pendulum never stops in the […]


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 […]


The Best Books on Investing

Wednesday, July 14th, 2010

The article below by U.S. fund manager by Vitaliy Katsenelson first appeared on U.S. advisor site Advisor Perspectives. It’s a reminder of the constant need to be alert for the opportunity to learn more.about investing – and to be open to how much we don’t know on this topic. In crazy times like today, all […]