A Well-Defined Sell Strategy: Do You Have One?

RELATED CONTENT

Choosing a Good Exit Strategy

Everyone—even the most diehard asset allocator—ought to have a good exit strategy handy. Here are some insights on how to pick a strategy for different markets that's gentle on clients but protects the assets.

Crafting a Rebalancing Strategy: Helping Clients Sell High and Buy Low

If rebalancing is one of the services you offer, help clients understand that if you don't rebalance their portfolios, the market will do it for them—and the market will keep the gains. Here's how trigger points and a schedule let this three-person team and its clients know when it is time to review accounts.

Investment Policy Statements Keep Clients Thinking Rationally

An investment policy statement not only tells clients what to expect from you, it helps them make their investment decisions rationally instead of emotionally. And that can save everyone a lot of headaches.