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11 Most Read IRIS Articles of the Week!


1. ‘Safe’ Stocks Are No Longer Safe in the Age of Disruption

Imagine losing 20% of your nest egg in the market. For many folks it’s just gut-wrenching. So investors often pay giant premiums to buy stocks they believe are “safe.” — Stephen McBride

2. How to Get Clients to Stick to the Script

We live in a society built on instant gratification.  We change stations when the car radio goes to a commercial.  We opt for commercial free internet radio. — Bryce Sanders

3. 8 Areas to Focus on for the Investing Future

As someone famous (or infamous depending on your leanings) once said, “there are known knowns….there are known unknowns…but there are also unknown unknowns.” — Lenore Elle Hawkins

4. Extreme Selectivity in Equity Portfolios Remain the Priority

Investment markets can be confusing. To try to cut through the chatter and investment slang, we present this monthly view to you. — Rob Isbitts

5. When to Appeal to Emotions, When to Sell With Facts

When should salespeople sell with facts and figures, and when should we try to speak to the buyer’s emotional subconscious instead? — Michael Harris

6. The 7-Step Marketing Planning Process for Advisors

The marketing planning process is a systematic approach for developing marketing goals, strategy and implementation tactics. — Lee Frederiksen

7. Is 35/55/3/3/4 the Ultimate Portfolio Today?

Lot of strong feelings on gold. Some people think it has no utility. Other people have pretty reasoned arguments about how gold maintains purchasing power across the centuries. — Jared Dillian

8. Pivot to Stability or End of Cycle Noise?

Markets pivoted dramatically 1Q19, veering from the expectation rising rates would hurt the stock market and slow the economy to the belief that growth could be extended with a more accommodating Fed and Chinese stimulus. — SNW Asset Management

9. What Ballooning Corporate Debt Means for Investors

Interest in gold jewelry has indeed improved in recent years, a phenomenon we’ve noticed with the success of such companies as Menē. — Frank Holmes

10. The Right Path to Independence: Bet It All on Yourself or Another Firm?

Weighing the value of what you’re gaining vs. what you’re giving up when deciding between independent models. — Allison Brunwasser

11. What if Winning Really Was the Only Thing?

What if the livelihood of your business was similar to a one-and-done NCAA basketball or hockey tournament game or national championship football game? — Maribeth Kuzmenski

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