23 July 2014

What do baseball and investing have in common?

by Bill Loesch, Director of Global Retail Marketing

July marks the seventy-fifth anniversary of two great American sporting institutions: Little League baseball and The Major League Baseball Hall of Fame. Whether your clients are just getting started or have been investing for some time, there is a lot they can learn from America's pastime.

Winning means having discipline.

17 July 2014

How to help a parent smile

by Susan Kay, Vice President, Business Development Consultant

True or false? We spend an inordinate amount of time preparing our assets for our heirs and virtually no time preparing our heirs for our assets.

Absolutely true!

Having conversations with our adult kids about our money, or our hopes for their use of the money, are important components for successful generational wealth transfers.

09 July 2014

To reduce the cost of air travel...eliminate the pilot?

by William Finnegan, Senior Managing Director, Global Retail Marketing

There has been much talk of the future of flight, with drones one day delivering packages to your house the latest example to generate headlines.

Now I don't know about you, but I'm OK if the drone fails to deliver a package. However, I'm not so sure I want the drone failing to deliver me to my intended destination.

01 July 2014

June rewind


Here's what you may have missed from the MFS Insights blog last month:

  • 06.18.2014 - It's not personal. It's business by Ryan Mullen, reminding investors not to let emotion drive financial decisions


  • 06.11.204 - Green bananas and thinking long term by Doug Orton, suggesting investors consider different investing time horizons for each investment goal


  • 06.06.2014 - Investing and the beautiful game by Victor Mendez, using World Cup strategy as an analogy for asset allocation


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    18 June 2014

    It’s not personal. It’s business.

    by Ryan Mullen, Senior Managing Director, National Sales

    The movie The Godfather has a well-remembered phrase: "This is business. It's not personal."

    The first time this is said in the movie is after the Don has just been shot, is presumed dead, and his oldest son, Sonny, is angrily ready for revenge. His adopted brother, Tom Hagen, says to him, "Your father wouldn't want to hear this! This is business. It's not personal!"

    Allowing emotions to guide short-term decisions, as Sonny was ready to do, is often at the expense of the longer-term objective, of bringing in more business in the case of The Godfather.