Advisor Confidence Index (ACI)

Keeping Your Mind on Your Business

Former baseball player and manager Yogi Berra once quipped that baseball is 90% mental and the other half physical. It’s
a humorous way to keep in mind the mental aspects of the sport.

Advisors, like athletes, need to pay attention to their mental game. The 2008-2009 economic downturn affected client portfolios—just as importantly, though, it had a sociological impact on advisors and on clients. In our latest survey, conducted in November-December 2009, almos

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