Daniel R. Solin's Blog, page 17
November 21, 2018
Save Your Children
Investing and financial planning are not complex. If we want to impact the next generation, we need to give them a plan that’s easy to understand and simple to implement.
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November 19, 2018
A Way to add Real Value
John McCain’s battle with glioblastoma may cause you to reflect on your process as a financial advisor.
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November 14, 2018
A Tissue of Lies
There is a “tissue of lies” perpetuated by much of the securities industry that could keep you from reaching your retirement goals.
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November 13, 2018
Fidelity’s Zero-Fee Lesson for Advisors
It’s a wonderful time to be an informed investor. In August 2018, Fidelity announced two no-fee index funds. Investors can now get exposure to the global stock market for no cost. Zero.
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The Worst Way to Botch a Referral
You spend a lot of time, effort and money to generate referrals. When you finally get one, you handle it with great care.
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When Telling Your Story is a Big Mistake
Sales coaches emphasize the importance of storytelling, especially when you can seemingly entertain others with a tale about yourself. While doing so has a role in establishing trust and rapport with a prospect, it’s far more limited than you think.
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Help Me Help America’s Middle Class
America’s middle class is in crisis. They’re facing a retirement tsunami. Together, we can make a real impact.
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November 8, 2018
How to Discuss Risk With Clients
Let me jump to the bottom line. Your risk discussions are based on a premise that’s fatally flawed: You believe logic and data are persuasive.
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Male Brains, Female Brains and Justice Kavanaugh
Like the rest of America, I was riveted by the confirmation hearings for Brett Kavanaugh. Gender-based traits have implications for advisors.
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November 7, 2018
My Take On “Money Management”
If you’re using a broker or advisor who claims the ability to “beat the market” by stock picking, market timing or selecting active mutual fund managers likely to outperform, it’s likely this advice will generate “negative alpha.”
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