If you play USTA league tennis, as I do, late spring is typically the time for championships across the country. As I prepare with my tennis team to return to the state championships to defend the title we won last year, it occurred to me that the lessons learned in winning in tennis are analogous to similar steps that can lead to success in our work lives as well. Here then are some of the observations I’ve made about what it takes to be a winner
... Read more »
If you want to understand where your weak points are, ask your critics. In the endless battle over investor acquisition, the smartest money managers actively search for ways to strengthen their impact on investors. They don’t flinch from the harsh realities of dissatisfaction, and don’t pretend that client feedback isn’t actually what it is when it highlights issues
... Read more »
It’s been a wild ride this first quarter of the year, with market swoops and dips and news coming at what sometimes seems like warp speed. Markets, as a proxy for investors, don’t welcome uncertainty and mood swings. They will often react to changing sentiment with sell offs and subsequent overcorrections on the back of each significant piece of news, creating even more concern for investors trying to digest what the updates mean
... Read more »
The year has started off with such dizzying speed, it’s hard to know what to focus on first. Each day there are multiple news stories impacting national and international issues such that an investor or money manager hardly knows which way to turn. What’s coming next? Which of the new initiatives will grow to have major impact? How will the rest of the world receive the growing influence the US wields in 2025?
... Read more »
It’s time to look forward and make sense of the seismic shifts that are in store for our nation. Investors as a whole are ready to take stock of their holdings, be educated on the many changes to come, and receive support and guidance on how best to navigate 2025
... Read more »
