Archive

Author Archive for Sarah Lynch


Getting to the finish line

As you make your fall push before year-end, remind yourself and your team: It takes a strategic plan, training, persistence and grit to reach the finish line.

October 16, 2018 Categories: The Art of Advising
Pink running shoes

Investing like a triathlete

Consider these lessons from the world of triathlon training that can help refocus jittery investors.

Aug 28, 2014 Categories: The Art of Advising

Confidence through conversation

It’s easy to understand why many investors are tuning out. In 2008, terms like VIX and Ted spread haunted every investment decision and many asset classes ended the year in negative territory. Then, fast forward to 2012 which may go down in history as “the year of never-ending political and economic uncertainty and global volatility”, but nevertheless ending more firmly in positive territory than most investors would have predicted. The markets seem so disjointed that they’re hard to follow, especially for the non-expert, casual bystander.

Feb 12, 2013 Categories: The Art of Advising
Millennials are the future.
Engage them now.

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