Susan L. Hirshman

• Spend Like There Is a Tomorrow

  By Susan L. Hirshman  |  April 1, 2008

  As I write this article, I am having an outer body experience. I can swear I am in the midst of a Seinfeld episode. But...

• You Never Write, You Never Call

  By Susan L. Hirshman  |  March 1, 2008

  An advisor calls a client and says, "Client, how are you?" "Not too good," says the client. "I've been very weak." The advisor says, "Why...

• Quality Time

  By Susan L. Hirshman  |  February 1, 2008

  In our past two articles, we discussed qualitative research that JPMorgan conducted on both affluent clients and their advisors. The goal of this proprietary research...

• Referrals Revisited: Part II

  By Susan L. Hirshman  |  January 1, 2008

  In last month's article, you'll remember that JPMorgan conducted a qualitative study of both affluent clients and their advisors. The goal of this research was...

• Referrals Revisited

  By Susan L. Hirshman  |  December 1, 2007

  "If there is one thing that I could do for you, what would it be?" When posing that question to seasoned advisors, the response I...

• Too Much of a Good Thing

  By Susan L. Hirshman  |  November 1, 2007

  A rubber band stretched to its limits and then let go will always snap back. Unfortunately, the markets are not as predictable as rubber bands....

• Love Those Taxes!

  By Susan L. Hirshman  |  October 1, 2007

  Just a year ago in an Investment Advisor cover story and follow-up (October 2006, "Eureka," and November 2006 Wealth Advisor column, "Digging Deeper"), we described...

• Buyer's Remorse

  By Susan L. Hirshman  |  August 1, 2007

  As the summer begins to wane, many people yearn for that feeling of tranquility and bliss they felt while vacationing at the beach or in...

• Guiding New Grads

  By Susan L. Hirshman  |  July 1, 2007

  Good news! Employers intend to hire 19.2% more new college graduates in 2007 than they did last year, according to a recent poll by the...

• Structured Products on the Rise

  By Susan L. Hirshman  |  June 1, 2007

  According to the Structured Products Association (SPA), in 2006 the industry issued $63.7 billion in notional products, up 33% from the $48 million a year...