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Posts Tagged ‘useful metaphors’


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
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
Advisor as tour guide

Advisor as tour guide

From educating, organizing, and re-directing, there are some interesting commonalities between tour guides and advisors.

Aug 16, 2012 Categories: The Art of Advising
Lost in translation

Lost in translation

As Edna, the designer in the Pixar Animation Studios’1 animated hit “The Incredibles” clearly points out: “Words are useless dahhhling….Gobble, Gobble, Gobble!” It is a truly funny moment when Edna emerges from retirement to show off her new superhero designs. The moment works because we all have been in a situation where words just can’t and don’t exactly convey what we are trying to say.

Jul 10, 2012 Categories: The Art of Advising
Keeping investors afloat in retirement

Keeping investors afloat in retirement

The picture above shows a Plimsoll Line. This mark, which is on the hull of every commercial sailing vessel, can teach us important lessons about retirement investing. But first, some background on the Plimsoll Line.

Jun 7, 2012 Categories: Portfolio Corner

The extreme sport of investing

If you ask a world-class cliff diver when the best time is to dive, the answer, Speedo1 in hand, is usually “right now!” If you probe a little more, you find out that these pros carefully observe tide patterns and wave action before they take the plunge. If the tide is out or the water

Apr 24, 2012 Categories: The Art of Advising

What’s the broccoli of your portfolio?

For as long as I can recall, I have heard market pundits rationalize why markets or asset classes have recently performed differently than in the past by saying “It’s different this time.” It seems that almost as soon as an asset class performs well relative to another, the victor is convincingly declared a “game changer”

Apr 5, 2012 Categories: The Art of Advising
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