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DavidGeracioti

  1. The Nanny State strikes again! Oh, no, it's Nanny Bloomberg! Soon we'll be told how much protein we can ingest. tiny.cc/aeq6ew
  2. An #SEI "quick poll" found that financial advisors want #Romney to win but fear #Obama will. tinyurl.com/7pbajex #FPA
  3. Another Mindless Attack on JPMorgan Chase. tiny.cc/nv92ew #doddfrank #wallstreet #investing $JPM
  4. Clients like to be "benchmark" investors in bull mrkts but absolute reuturn investors in bear mrkts. #regreptalks
  5. @joeanthony @KristenFrench Okay, but it is wiser to focus on goals, then? #regreptalks
  6. Do FAs really want to say, "here is what i've done for you today? Lost you 1.07% but did a Monte Carlo simulation for you too." #regreptalks
  7. Mamma always told me: Never sell yourself on performance returns! #regreptalks
  8. As a financial advisors, one who provides "holistic" advice, do you want to be graded on portfolio performance every day?! #regreptalks
  9. David here, leading today's discussion inspired by @MichaelKitces: How frequently should you talk performance with clients? #regreptalks
  10. Welcome to Rep.'s tweetup. Today: Is quarterly performance reporting to clients too frequent? What say you? #regreptalks
  11. @MichaelKitces Let's discuss today with our readers at 1 on #regreptalks!
  12. How frequently should we be sending portfolio performance statements to clients? @MichaelKitces Please join our tweetup #regreptalks @ 1
  13. Exactly why is college worth it today? It's a good question. nyp.st/KqhSOI #savingforcollege bit.ly/K2lYJh
  14. JP Morgan Chase burns 1% of its capital? Big deal. This is political theatre. bit.ly/L3aGD8 #investing #WallStreet #regreptalks