Who I am: Digital marketing strategist and creative technologist with 15+ years of professional experience -- eight years in the financial services industry -- with specific knowledge of socially responsible investing and alternative asset classes. FINRA licenses 6, 26, and 63. Who I really am: Father. Occasional writer and musician. What I'm looking for: The … Continue reading Hire Me
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Riskographics!
Ever since drugmakers started advertising prescription medicine to the public, we've grown accustomed to vast amounts of legal disclaimer. We hardly even notice that bit about the seizures because we really want to eat fried cheese without getting heartburn. Now it's the financial services industry. Legal disclosure about potential risk dominates advertisements for financial products. … Continue reading Riskographics!
5 Ways to Improve the Way Risk Is Communicated to Investors
All these years in the mutual fund business has destroyed the part of my brain that enabled me to speak in precise sentences. Whereas previously I said, "I would like a glass of water," now I say "I may potentially like a glass of water." And I use words like "whereas." This is because, in … Continue reading 5 Ways to Improve the Way Risk Is Communicated to Investors