Author Archive for David Crowder

What about life’s impact on your client’s portfolio?

Doctor holding piggy bank

Life can have a bigger long-term impact on your client’s portfolio than any short-term market volatility. How are you addressing these deeper questions with your clients?

September 2, 2014 Categories: The Art of Advising
unhappy baby

Investor behavior and the “unhappy child”

This take on investor behavior will resonate with parents and remind advisors of how they can help investors stay on track.

May 20, 2014 Categories: The Art of Advising
Standing on the shoulders of giants

Standing on the shoulders of giants!

Although experience can help in investing, you still can’t know for sure what the future will bring. That can be unnerving. Recalling key life lessons from mentors can help deal with that sense of “the more I live and learn, the less I know.”

Nov 12, 2013 Categories: The Way Back Machine
Bonds - to be or not to be!

Bonds – to be or not to be!

Under the impression that if interest rates have “nowhere to go but up,” their bond portfolio will inevitably be hit hard, many investors are expressing great concern about their asset allocation – especially their allocation to bonds. If only asset allocation was that simple.

Oct 1, 2013 Categories: Portfolio Corner

Sticking with a global lineup

Not only is baseball a fun past time – it also has educational value when it comes to deciphering U.S. versus Non-U.S. performance patterns.

May 2, 2013 Categories: Portfolio Corner
Planes, trains and a fiscal cliff

Planes, trains and the crisis of the day

To many investors it can seem like markets – and by extension their portfolios – are lurching from one crisis to the next. This mentality can easily lead to poor decisions – especially if investors don’t have a clear plan and contingencies in place. But advisors can have a tremendous calming and level-setting influence here.

Feb 7, 2013 Categories: The Art of Advising

Holiday traditions

While my wife trusts me with many important aspects of our lives, decorating the Christmas tree is not one of them. So I have to find ways to make myself useful. This year I cleaned my office while the tree went up. It brought about a radical new idea.

Dec 4, 2012 Categories: The Art of Advising
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