Josh Brown

The Takeawayblog

The Reformed Broker, Josh Brown, distills the best of the web each day – and offers some sage advice on social media along the way.

By Josh Brown

Jan 15, 2013 @ 10:13 am (Updated 10:58 am) EST

The Takeaway: The key to servicing wealthier clients

Portfolio

Tom Brakke looks at a growth fund based near the frozen tundra he calls home. (Research Puzzle)

Roger Wohlner's three financial products to consider avoiding. (Chicago Financial Planner)

How important is it to "beat the market"? (The Reformed Broker)

The Biz

Activist hedge fund manager Dan Loeb to Morgan Stanley: Maybe don't pay people so much, ya know? Not a threat, just a suggestion (wink)... (WSJ)

The key to servicing wealthier clients is more communication. (Financial Planning)

$17 billion RIA Buckingham Asset Management is crushing it with social media thanks to in-house writer Larry Swedroe and storyteller-in-chief Carl Richards. (RIABiz)

The trend toward "single managed portfolios" means a whole lot of disintermediation. (Fiduciary News)

Speaking of Carl Richards, did you catch his latest NYT piece on the risk of not owning stocks? (Bucks Blog)

Outliers

Cat beats professional stock-pickers in investing contest. No one is surprised. I mean, the cat did go to Wharton, but still... (Guardian)

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Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.

  @IN Wire

Apr 17 11:14PM
The three levels of community involvement and how they can pay off: http://t.co/tw1EwHtZUv
Apr 17 07:22PM
6 hugely important tax lessons our own @Darla_Mercado learned from the challenging 2013 tax season: http://t.co/Liea3mZgKW

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