Posts Tagged ‘sports fans’

Investing like a triathlete

Pink running shoes

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

August 28, 2014 Categories: The Art of Advising
Soccer field

Practice makes permanent

Preparation is an essential component of an athlete’s life in order to perform under the pressures of competition. I believe this should also be the case for financial advisors in their client review meetings. When the spotlight turns on, you are seated across from your client and it is time to deliver – will you be ready?

Jul 29, 2014 Categories: The Art of Advising
Home country bias can lead to heartbreak

Home country bias can lead to heartbreak

This year’s World Cup™ was a great reminder of how home country bias can bring pain to investors and sports fans alike.

Jul 17, 2014 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

Does the World Series outcome affect stock market returns? I wouldn’t bet on it

The Giants have claimed their 2nd World Series championship in the past three years. Are your friends or clients talking about how the outcome is predictive of how U.S. equities will perform? Here’s 40 years of evidence indicating if it’s a good strategy or not.

Oct 30, 2012 Categories: Portfolio Corner

NASCAR and performance

If you’re a fan at all of stock car racing, you know it’s all about performance. But can NASCAR teach advisors something about investment performance?

Oct 11, 2012 Categories: The Art of Advising
Referees and money managers...Get the best in there

Referees and money managers…Get the best in there

The controversial call by the replacement referees in the recent Seahawks-Packers NFL game will surely go down in football history as one of the wildest. However, it also offers an opportunity for you to remind clients of the value of experts in their investment portfolio.

Oct 2, 2012 Categories: The Art of Advising
Millennials are the future.
Engage them now.

Millennial InvestorSubscribe to the Helping Advisors Blog and receive a free copy of the Millennial Investor.

We will only use your email for Helping Advisors Blog updates.