What Will You Do With This One, Wild, Amazing Year?
We’ve already heard more new year’s resolutions than we care to count. Largely its about fitness, good health and family-which we adore. And then there
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Another Groundhog Day-Another Opportunity to Double Down….With a Twist
Wow, it is already early November 2019. We are in the last inning of the year and we continue to see a market that relentlessly
Mirror Mirror On The Wall
Firms work tirelessly to create businesses and portfolios that matter. They engage around philosophy and process, find unique investment ideas and approaches, and manage risk
The Last Chance to Dance- How to Take Control of The Final Quarter of 2019
Q3 is moments away from becoming history. What is left to do before year end? As we face this last quarter – this last chance to
What Comes Around-Goes Around: Why Modern Methods Might Lead Us Right Back to Old School Marketing
The world is jumping up and down about the value of digital media, virtual wholesaling, integrated technologies and so on. By the time this post
Get Out There With A Fall Game Plan
Summer is over and fall is fast upon us. We’ve got quite a bit to do with only 4 months remaining in 2019. In weeks,
The Calm Before The Storm
August is the end of summer. Whether the kids go back to school mid-month or luck out with a post Labor Day start, August is
The Dog Days of Summer = Free Time to Gander
The summer has gotten busier in recent years, but remains a great time to reflect, regroup and recharge. The days are longer, providing more time
Is Volatility Causing Inertia? Here’s An Idea: Get Active!
Often, when markets are most volatile, managers run for the hills. Who wants to communicate when times are tough? YOU DO!!! Spikes in volatility, difficult
Whose Pitching Who?
In regular interaction with managers of all shapes and sizes you learn a few things about context. Managers often want to put their story into their own context, but it is the context of the listener that matters most.
