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Author Archive for Tom Bloomer


Do you face a crisis of confidence?

Newspaper clippings

It’s one thing for investors to lose confidence in their investment plan. Just make sure it’s not because you’re exuding a lack of confidence, too.

August 1, 2013 Categories: Portfolio Corner
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It’s all in the name

Why would someone buy a “used car,” when you can buy a “certified pre-owned”? The term “estate tax” solicits a very different reaction from people than “death tax” does, even though they refer to the same thing. Food labeled “diet” versus “heart-healthy” conjures different feelings. Phrasing really can change the listener’s perception. In psychology, it’s called

Mar 1, 2012 Categories: The Science of Advising

Marketing Lessons from the Grateful Dead

While making psychedelic music in the 1960s, The Grateful Dead were also using innovative marketing strategies to reach their fans. At that time, most bands focused on bringing in album sales, whereas “the Dead” were focused on the experience (i.e. the concert) of their most diehard fans. Financial advisors can take a few key lessons

Dec 20, 2011 Categories: The Art of Advising
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Turning adversity into a new strategy

At the start of the 2011 season, University of Virginia coach Dom Starsia was already the most successful coach in lacrosse history, and his Cavaliers had perennially been a top contender for the NCAA Division 1 Championship.  However, this season was different.  Their record was 8-5 and they were not in the top ten.  Coach

Sep 27, 2011 Categories: The Science of Advising

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