Archive

Author Archive for Natalie Miller


Three tips to help you close more business

Financial advisor reviewing report with client.

Improve your likelihood of closing opportunities by tailoring analyses and discussions to reflect both your clients’ investment and communication style preferences.

January 16, 2018 Categories: The Art of Advising
Industrial container freight Trade Port scene at sunset

The potential return and yield opportunity of infrastructure

Seeking additional sources of yield and total return? Consider infrastructure investments for clients with commensurate risk tolerance.

Oct 12, 2017 Categories: Portfolio Corner
Commodities

Do I really need commodities in my portfolio?

Is there still value in maintaining an allocation to an asset class that has returned double-digit negative returns over the past five years (ending June 2017)? Give me a reason (or three) to keep it.

Sep 21, 2017 Categories: Portfolio Corner
Sustainable investing

ESG, SRI, Impact investing – what do they mean?

Make sure you’re prepared for increasingly common client questions about “responsible investing.” Use this crib sheet to navigate the topic and deepen your client relationships.

Aug 31, 2017 Categories: Portfolio Corner
Economic Indicators Dashboard Featured

Economic Indicators Dashboard – July 2016 – Brexit? So last month!

Volatility subsided in July as the markets shrugged off near-tem concerns regarding the economic impact of Brexit.

Aug 30, 2016 Categories: Economic Insights
Market timing - As tricky as ever

Market timing – as tricky as ever

Recent volatility has reinforced the benefit of staying the course. Trying to time the market to miss the worst days requires two decisions – getting out and getting in. It’s hard to get one correct, let alone both.

Jul 19, 2016 Categories: Portfolio Corner

Today’s ESG investing is not your father’s SRI

Environmental, Social, Governance (ESG) is much broader than the Socially Responsible Investing (SRI) of the past.

Mar 31, 2016 Categories: Portfolio Corner
Millennials are the future.
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