Planning and Advice

We’re like Egyptians Fallback Image Decorative pattern

Planning and Advice

We’re like Egyptians

While reading Thomas Homer- Dixon’s fascinating and terrifying book The Upside of Down recently, I came across an assessment of his that struck me as an insightful comment on human nature. He was commenting on the concept of denial. According to Homer-Dixon, people who succumb to denial go through three psychological phases. The first he […]

By John De Goey |January 1, 2009

3 min read

Out to pasture Fallback Image Decorative pattern

Life

Out to pasture

Last week, our client management software supplier told us that as of next December, it’ll no longer support our system. The notice dealt a double whammy because the company doesn’t plan on replacing the software, and no other company has plans to step in. This abrupt severance of a 20- year relationship induced a sense […]

By David Wm. Brown |January 1, 2009

3 min read

On guard Fallback Image Decorative pattern

Planning and Advice

On guard

Times are tough. And they’re going to get tougher. And in these desperate times, some will turn to desperate measures. Identity theft, already an established criminal enterprise thanks to the placing of so much customer data on hard drives and the ability to use the Internet and search for people’s particulars, is bound to increase […]

January 1, 2009

9 min read

Take January to revisit portfolio Fallback Image Decorative pattern

Planning and Advice

Take January to revisit portfolio

Clients tend to view the New Year as a new beginning, so it’s a great time to revisit your client’s investment objectives as their portfolio values start to hover back near their pre-recession values. Clients caught off guard by the financial crisis that bottomed-out in March have been well served by staying invested in equities […]

By Mark Noble |January 1, 2009

5 min read