You can highlight market turmoil's silver lining
Tired of giving bad news about the stock market to your clients? Follow the example of The Wall Street Journal to talk about "How Market Turmoil Creates Opening to Enrich Heirs" (March 15-16, p. B1).
In short, the market's decline enables your clients to give your heirs more shares of stocks or mutual funds and to get more mileage out of grantor-retained trusts.
By the way, if you read the article, notice the "The Market's Gift" box. Using a box--known as a "sidebar" in the lingo of layout professionals--to highlight your article's main takeaways can snare the attention of readers who skim. Try it some time.
In short, the market's decline enables your clients to give your heirs more shares of stocks or mutual funds and to get more mileage out of grantor-retained trusts.
By the way, if you read the article, notice the "The Market's Gift" box. Using a box--known as a "sidebar" in the lingo of layout professionals--to highlight your article's main takeaways can snare the attention of readers who skim. Try it some time.
Labels: communication, investment commentary, marketing, writing
posted by Susan Weiner, CFA at 3:17 PM
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