Daniel R. Solin's Blog, page 38

June 7, 2017

A Surprising Way to Use CNBC to Improve Your Returns

By the time “breaking news” is disseminated on CNBC and in other financial media, the market has already reacted to it. The price of stocks has been instantly adjusted to incorporate the new data.


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Published on June 07, 2017 15:07

Why are you still researching stocks?

Think doing your homework will make your investments more profitable? Think again!


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Published on June 07, 2017 03:09

June 6, 2017

How to Convert Prospects from Active to Passive

Here’s how to deal with an issue that has vexed passively-oriented advisors for decades: how to convert prospects from an active to a passive investment strategy.


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Published on June 06, 2017 13:23

May 31, 2017

An Undiscovered Investing “Genius”

So, who are the real “sophisticated” investors? They’re the ones who invest in a globally diversified portfolio of low management fee index funds.


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Published on May 31, 2017 13:49

Risk is a double-edged sword

Do you have the stomach to deal with big swings in your holdings?


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Published on May 31, 2017 13:15

May 30, 2017

An Open Letter to Brokers

The writing is on the wall. We both know it. Investors are savvier. They’re not falling for the shopworn broker pitch about your ability to time the market.


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Published on May 30, 2017 14:46

May 29, 2017

The Four Barriers to Adding New Clients

Four barriers stand between you and growing your practice. Fortunately, all of them can be overcome. But, for some advisors, it won’t be easy.


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Published on May 29, 2017 12:48

May 25, 2017

A Hidden Bias Is Killing Your Returns

How does the endowment effect apply to investors? You’ll frequently hear investors talk about “my broker”, “my stocks” and “my mutual funds.”


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Published on May 25, 2017 03:55

May 24, 2017

Use Skype To Reach Your Retirement Goals

Investors often tell me they need local advisors and accountants because they want to be able to meet with them “face-to-face.” Skype gives you the opportunity to do so with anyone in the world.


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Published on May 24, 2017 16:28

Before You Invest, Do This

Make sure to pay yourself first. Set up an automatic savings plan that will serve as an emergency fund for the future. Don't start your investment strategy until this essential is taken care of.


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Published on May 24, 2017 03:53