Daniel R. Solin's Blog, page 46
December 21, 2016
Dan Solin’s December 22, 2016 Newsletter
Individual investors find low-priced stocks attractive. They believe these stocks have more upside potential.
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Critical Information You’ll Never Know
It makes perfect sense that the securities industry wants you to trade. Trading means commissions and commissions are the lifeblood of brokerage firms.
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How to Turn Around a Bad Prospect Meeting
We’ve all had the experience of a bad meeting – one where you’re unable to connect in a meaningful way with your prospect.
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December 14, 2016
Dan Solin’s December 15, 2016 Newsletter
Here’s a hot tip. Stay invested, through good times and bad. Just be sure you are in the right asset allocation (the division of your portfolio between stocks and bonds) for you.
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The Fate Awaiting Advisors Who Assume Too Much
As an advisor you counsel your clients to be aware of confirmation bias and to avoid the temptation to favor information that confirms pre-existing beliefs. Yet, many of you suffer from the same bias.
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The Oppenheimer Way
On its web site, Oppenheimer sets forth its purported goal of helping investors.
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December 7, 2016
Dan Solin’s December 8, 2016 Newsletter
Jim Cramer’s Mad Money extolls the virtues of stock picking. Let’s take a look. One peer-reviewed study found Cramer’s stock picks underperformed the S&P 500 index from 2001-2016. His picks returned 64.5%. The S&P 500 index (including dividends) returned 126.1%.
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An Unholy Alliance
I have to credit the securities industry. It has come up with really ingenious ways to separate investors from their money. Here’s the latest scheme:
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December 5, 2016
Six Tips to Make Your Client Communications Work
When I’m asked to review client communications, the first question I ask is: “What’s the goal?” I get one of two responses. Either there is none or the firm is trying to demonstrate its expertise.
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November 30, 2016
Dan Solin’s December 1, 2016 Newsletter
Have you heard the expression: “It’s not what you make, it’s what you keep?” It applies to investing.
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