Daniel R. Solin's Blog, page 9

May 27, 2019

Learn to be Curious

Curiosity may have killed the cat, but it will enhance your interaction with others and increase your AUM.


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Published on May 27, 2019 06:55

May 22, 2019

A Surprising Revelation from Economists

Gender discrimination is just as likely to be present in your advisory and fund management firm as it is in other fields and industries.


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Published on May 22, 2019 07:14

May 21, 2019

“Gurus” Who Are Anything But

Whether you are a long or short-term investor, don’t rely on “gurus” who are anything but.


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Published on May 21, 2019 08:03

May 19, 2019

A New Approach to an Old Argument

The majority of individual investors still select actively managed mutual funds, although the trend has shifted markedly towards passive over the past decade.


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Published on May 19, 2019 23:50

May 15, 2019

The Biggest Threat to Reaching Your Retirement Goals

An endless parade of “experts” predicted the direction of the market in 2019. These so-called experts are the biggest threat to your retirement goals.


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Published on May 15, 2019 06:00

May 14, 2019

Gender Discrimination is Systemic

I found compelling and troubling evidence that discrimination against women is more pervasive than I previously thought. It’s also subtle.


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Published on May 14, 2019 07:07

May 13, 2019

Productivity Tips

My team is located in different cities in the U.S. We have a lot going on. Here are some of my top productivity tools and tactics.


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Published on May 13, 2019 04:08

May 8, 2019

How to Respond To Complaints about Fees

Fees are the root of most client conflicts. Clients say they are too high and you defend them based on the value being added.


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Published on May 08, 2019 06:59

May 7, 2019

What’s A Drop In the Market Got To Do With It?

There have been many times in the history of the market when the monthly return of the S&P 500 index dropped by more than 5%.


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Published on May 07, 2019 14:21

May 6, 2019

The Power of Nice

The power of suggestion can’t be overstated. You can have a more meaningful impact by providing reassurance.


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Published on May 06, 2019 12:53