article thumbnail

Are you losing potential clients when they ask what you do for a living?

Million Dollar Round Table (MDRT)

communicates to your clients why they want to buy life insurance, said past MDRT member Emily Prendiville, CLU, ChFC, in her 2015 MDRT Annual Meeting presentation. There’s a solution to this going-nowhere start, though. A well-designed answer to “What do you do for a living?”

Clients 88
article thumbnail

Stocks vs. Bonds: Historical Returns, Risk, and the Case for Both

Darrow Wealth Management

Between 2015 and Q3 2024, the correlation between stocks and bonds was.32 This is a general communication for informational and educational purposes only and not to be misinterpreted as personalized advice or a recommendation for any specific investment product, strategy, or financial decision. 32 according to data from J.P.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Strategy of the Week: The Peter Lynch P/E/Growth Investor Model

Validea

Lynch was also a gifted communicator. 6.2%) 2015 : -13.8% (vs. During his tenure at the helm of Fidelitys Magellan Fund from 1977 to 1990, Lynch delivered an eye-popping 29.2% average annual return , nearly doubling the S&P 500s 15.8% over the same period. Top 3 Best-Performing Years: 2009 : +62.3% (vs. 29.6%) 2021 : +34.3% (vs.

Banking 80
article thumbnail

Investing in Pigs and Kidneys: Building a $100 Billion Empire and Revolutionizing Organ Transplants

Investing Caffeine

Finished her PhD at The London School of Medicine (Barts) Practiced law at the Covington & Burling law firm representing the television broadcasting industry before the Federal Communications Commission (FCC). billion in 2015 to $4.7 billion in 2024. Unfortunately, my message appears to be falling on deaf ears.

article thumbnail

Three Things – Weekend Reading

Discipline Funds

This is what I try to communicate with the Defined Duration investing strategy. In other words, once the dust settled on Covid and all that stimulus, I expected the economy to start looking a lot like it did in the period from 2015-2020 when inflation was low and growth was low, but stable.

article thumbnail

Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

Barry Ritholtz : you were head of strategy, product marketing, communications, like is that one job, is that four jobs? The corporate communications function at Vanguard today, you know, has evolved considerably from back in the early days. Barry Ritholtz : So, so let’s, let’s put some flesh on the bones.

Clients 130
article thumbnail

Avoid Email Scammers Claiming to be IRS

Getting Your Financial Ducks In A Row

But here’s one key takeaway: the IRS doesn’t use email (or text messages) as the regular communication to deliver notices of deficiency, requests for additional information, and the like. The IRS is big about the paper notice – you’ll recognize it immediately, with the official IRS seal and all.

Taxes 52