One of the most common issues I see when working with investment groups looking to enhance their marketing outreach impact is a lack of relatable content that can assist with their efforts. All too often the primary focus is on communicating the strategy and investment mechanics of a particular approach: the sector data, the research and investment process, the risk management, and the team that delivers on the performance
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One of the most challenging hurdles a new manager faces is establishing a new business organization with the minimum amount of missteps. Whether it’s a fund management, advisory service, consulting practice, or some other format, growing from being an excellent manager of oneself into a founder of a multifaceted company is one of the hardest transitions to accomplish. Recognizing the need for talent, expertise, and most importantly, perspective outside of one’s own is the first step to realizing that an advisory board can serve as a critical component to a new company’s long-term success
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Money is one of the driving forces of both business and warfare: he who amasses the most money often wins the battle, both on the field and in the markets. Money equates to power, power garners action, and action ultimately shapes the future.
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Every Presidential election cycle, the actual election year begins with much trepidation about taking too definitive a stand too early ahead of the election results. Not knowing what the new administration will bring in policies and practices makes investors of all kinds wary
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In an early November article on US News.com, Will The Stock Market Crash in 2023 or 2024? 7 Risk Factors, Brian O’Connell summarized concerns that are causing investors all kinds of nervousness going into the markets for 2024. Below his points I added some suggestions for marketers to help mitigate some of the fears that reluctant investors are showing over moving their assets among investment options during this time
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