Marketing Communications
Here are just a few examples of Bruce’s work for corporate clients, including Schwartz Law Firm, J.P. Morgan, and Oppenheimer Funds. Email him for samples of white papers, newsletters, and additional brochures.
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“For nearly 20 years, we’ve been winning cases and getting impressive settlements. From start to finish, we'll be on your side fighting to make those wrongs right. We certainly don’t want people to get hurt and we want them to return to work quickly. We’ve handled these claims for years, and we take them seriously.”
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“Fee-based practitioners develop an Investment Policy Statement (IPS) for each client. The IPS effectively takes the emotion out of investment decisions, and is customized to reflect each client's individual risk tolerance, investment goals, and long-term financial planning needs. It serves as a road map for making adjustments in a client’s long-term plan and for objectively measuring progress.”
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“Don’t try to keep all clients in your book without determining which ones are profitable and which are not. It stands to reason some of your clients may not be as profitable as others. Once you’ve separated the unprofitable ones from the profitable ones, determining which course of action to take next can be challenging.”
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“The financial crises in Asia and Russia have weakened the earnings of some large U.S. corporations and have contributed to a slowdown in U.S. economic growth. Although this slowing economic growth has negatively impacted stocks, it has created a positive environment for bonds. That’s because slowing economic growth generally means fewer inflationary pressures and, as we’ve recently seen, interest rates also tend to decline.” |
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