Desperate to Diversify: Concentration Risks Creep Higher

Published on October 30, 2024

Wall Street has been steadily raising the alarm on mega-cap concentration risks, and recent notes have cranked up the hazard level a notch.

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Why Questioning Leads to Closing

October 30, 2024
Questioning leads to closing. A number of the advisors I work with are pretty good at engaging, asking questions and caring about the answers. However, they are really uncomfortable with the close. I promised you I wouldn’t give you coaching on “closing,” so I won’t.

BP Needs a Swifter Reality Check on Share Buybacks

October 30, 2024
In corporate-speak, when a company says a key target is “currently” unchanged but it plans to disclose a “review” soon, you know trouble is coming. And indeed, there’s trouble ahead for BP Plc.