Monthly Archives: December 2011

Preparing Clients for the Ugly Times: Risk and Return

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We might wish our clients’ investment journeys will invariably be beautiful experiences but we know that things will turn ugly from time to time. How do we prepare our clients for the ugly times? What do they need to know? … Continue reading

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Volatility and the Lost Investors

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Over the last 4 years the growth asset classes have experienced extreme volatility. For many investors this has become too much to handle and many have fled to the perceived “safety of cash”. The ability of an investor to effectively … Continue reading

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