Simply Rich

  • Careful Language Wins Clients; Wall Street Feels Political Heat: January Research—Slideshow

    By Editorial Staff  |  December 26, 2011

    The January issue of Research magazine offers cutting-edge advice on communicating with clients and prospects, and assesses the election-year political climate facing the financial services industry. Topics covered in the issue range from helping clients deal with health care costs to how a medieval mathematician helped shape modern retirement planning....

  • The Market Really is More Volatile Today

    By Gerald Burstyn  |  December 26, 2011

    WARNING: THE LIFEGUARD’S NOT ON duty. Swim at your own risk. That’s the way investment advisor Richard Bregman views today’s market. “If you go into the water, there might be riptides, sharks,” says the CEO of MJB Asset Management, a New York-based firm that manages a little over $100 million in...

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