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Posted on behalf of Norman M Boone, MBA, CFP® This is an article from the New York Times that is shared with some clients when discussing the current market volatility.
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10-21-2008
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699
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File Size 43.9kB
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Posted on behalf of Christine Fahlund, Ph.D, CFP ®. This piece could help investors see the impact their emotions can have on their investment decisions.
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10-30-2008
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252
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File Size 82kB
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Posted on behalf of Harold Evensky This article discusses the importance of client communication.
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10-23-2008
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541
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File Size 37.5kB
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Posted on behalf of David Yeske, CFP ® Here’s the first of two client emails that you’re welcome to use for ideas. We’ve gotten very positive client responses from both of them.
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10-14-2008
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619
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File Size 33kB
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Posted on behalf of David Yeske, CFP ® Here’s the second of two client emails that you can use for reference on ideas for your clients. We’ve gotten very positive client responses from...
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10-14-2008
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392
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File Size 30kB
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Posted on behalf of Christine Fahlund, Ph.D, CFP ®. This piece could provide perspective to clients on the recent market crisis.
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10-30-2008
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194
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File Size 294.2kB
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Posted on behalf of Norman M Boone, MBA, CFP® This is a New York Times article that is sometimes shared wtih clients regarding the market volatility.
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10-21-2008
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325
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File Size 52.8kB
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Posted on behalf of Christine Fahlund, Ph.D, CFP ®. This piece discusses options for clients retiring into a down market.
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10-30-2008
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176
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File Size 97.8kB
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Posted on behalf of Ross Levin, CFP ® This is an example of a weekly letter I send my clients. Feel free to reference it for ideas on how to communicate to your clients.
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10-14-2008
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566
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File Size 36kB
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Posted on behalf of Ross Levin, CFP ® This is an example of a weekly letter I send my clients. Feel free to reference it for ideas on how to communicate to your clients.
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10-14-2008
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268
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File Size 40.5kB
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