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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Dead Reckoning Oct24
As 2023 draws to a close amid political volatility around the globe, the investment community will be mulling over how to determine defensive positioning for the months ahead. It seems apt to consider this time a means of financial dead reckoning, or determining where you stand based on the current environment, before deciding how to proceed. Here then are some factors to consider on the investment horizon
... Read more »It’s About Investors – First, Last, and Always Sep22
Alternative products are sold through relational marketing that takes place over time. What’s really important for managers to remember is to understand the customer and their needs as top priority
... Read more »Being the Best Aug18
Ten years ago I wrote this piece under the title ‘The Quest for Est.’ A decade on, I wanted to revisit its topic, as I believe that, though the alternative universe is much more crowded today than in 2013, the points made within this piece are as relevant today as they were then, if not more so. Let’s see if you agree
... Read more »Trends That Are Impacting Investing in 2023 Jul28
No one needs reminding how 2022 was a rough year for investors and managers, but as we open the second half of 2023, there are lingering issues impacting the health of the overall financial landscape
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