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June 2026...keep reading

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In the long run, an advisor will do about as well relative to his peers as that advisor's clients do relative to their peers. Even more simply stated, you'll end up doing as well as your clients do....keep reading

This is a headline which you can certainly be forgiven for thinking must have come from a newspaper or magazine published in the last few days. Instead, it is the headline for the cover story in Time magazine on January 13, 1992....keep reading

Behavorial Strategies Conference 6.0 Is Fully Subscribed...keep reading

That was the headline of a very clever and very perceptive ad run by Merrill Lynch late in the great bear market of 1973--74, a period during which war engulfed the Middle East, oil prices suddenly tripled, inflation broke out, and first the Vice President and then the President of the United States were driven from office in the greatest constitutional crisis of the twentieth century....keep reading

March 2002 PDF Newsletter...keep reading

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Are We Paying Our Fair Share Yet?...keep reading

April 2006 PDF Newsletter...keep reading

Behavioral Strategies Conference 6.0: Early Registration Begins June 10...keep reading

I was recently the closing keynote speaker at the annual advisor conference of a genuinely great broker/dealer. The conference was well organized, the agenda was well thought out, and from my selfish perspective the logistics concerning my travel and accommodations were just superb....keep reading

One of the most persistent illusions in the practice of financial advice holds that there is, in the dark psyche of each investor, a fixed quantity of something called "risk tolerance."...keep reading

Editor's Notes July 2019...keep reading

July 2008 PDF Newsletter...keep reading

U.S. consumers who use a financial adviser rank "honesty" as the most important trait for an adviser--at 39 percent....keep reading

February 2002 PDF Newsletter...keep reading

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Let's say you own a home. Indeed, like many successful Americans, you may even own a couple of them: a primary residence and a weekend/vacation home. If you were telling someone about this, would you naturally say, "I'm in the real estate market"?...keep reading

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