Steve is off this week, enjoying a vacation in Nantucket. Read about that and his further discussion of the dangers/opportunity in the high yield market in his 7/25/2014 On My Radar: “Seen through my lens, another “once in a generation” buying opportunity is fast approaching. I remember saying the same thing in 1999 and 2007. The lines between generations must be shrinking as such opportunities seem to appear about once every seven years or so.”
These days clients are concerned that the market may be over heated. They want to know that their advisor has a strategy in place to protect against a precipitous market slide. Talk to CMG Capital Management Group about market behavior and how to construct diversified portfolios that your clients can appreciate. #NAPFA14
Season 1 of the InvestmentNews Practice Makeover series has come to an end. I want to applaud the brains at InvestmentNews and the marketing people at Oppenheimer Funds for an innovative marketing approach. I found the series engaging, informative, results-oriented, approximating a reality series that has applicable value to advisors. As video has become ubiquitous, good video has become even more citical. Engagement and a shared sense of struggle makes this series stand out.
Also impressive are the InvestmentNews video channels and shared content arrangement with Crain Communication, which includes Crain’s Wealth in Crain’s New York Business, which I read religiously (it has its place in the pantheon of NY media). InvestmentNews represents a new level of media coverage for advisors, and a confirmation that advisors are important audience to reach and influence.