Should you post views on a fast-moving international crisis?

Deciding whether to post commentary during a severe and fast-moving crisis, such as the Russia-Ukraine war, can be a conundrum. Asset managers may be reluctant to make macro calls. Wealth managers may have qualms about commenting on changes to portfolio composition. For both, hesitations boil down to these three reasons:   You don’t want to be wrong.    You don’t want to [...]

By |2022-03-22T13:48:03-06:0003/22/2022|

Measuring and reporting the value of earned media

Recently a client was quoted in a prominent trade publication for financial advisors, in an article focused squarely on a narrow topic perfectly aligned with the firm’s strategic objectives. The topic is controversial among advisors. On the whole, the journalist approached the topic with a great degree of skepticism, whereas our client had a strongly positive view. Still, it was [...]

By |2022-06-13T07:57:30-06:0003/15/2022|
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