Tag Archives: client

Hiring…..? Go for the older guys! Part deux.

Posted on June 21, 2012 by Mal Spooner

In an earlier but extremely popular posting entitled –Hiring Portfolio Managers? Go for the older guys! – I hinted that age discrimination, at least when it comes to the investment industry is a bad idea, even if it is endemic. I have no supporting … Continue reading →

Posted in Random Thoughts | Tagged age, alpha, assets, Bear, bonds, buy, career, cash, client, committees, consulting, CPP, discrimination, experience, finance, fundamental, guidebook, guidelines, hiring, human, investment, investors, mal, malvin, management, managers, markets, maverick, modelling, money, panic, policy, portfolio, predict, professionals, quantitative, resources, risk, sell, spooner, statements, style, wealth | 2 Comments

What every investment advisor WISHES he could say to clients!

Posted on October 26, 2011 by Mal Spooner

If you don’t have a sense of humour, you should not be in the investment business. I created the following video purely for your enjoyment. You might be the investment advisor, or you might be the client, but in either … Continue reading →

Posted in Random Thoughts | Tagged advisors, buying, client, clients, earnings, home, in, investment, investors, mal, malvin, maverick, meeting, motion, research, spooner, strong, video | 1 Comment

Your Advisor Knows Best

Posted on February 17, 2011 by Mal Spooner

“When it comes to communicating with or passing judgement on your advisor’s contribution to your investment program, it’s best to avoid trying to determine whether it was you or the advisor who screwed up. Neither of you are to blame, … Continue reading →