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Broadening our – and your – horizons
As financial advisers are aware from their own businesses, success never comes to those who stand still.
Top of Obama’s to do list: Fix economy
As memories of celebrations and extravagant inaugural balls start to fade, the hard work of the new administration begins.
Financial advisers, promote yourselves
With Bernard Madoff serving as the poster boy for the ugly side of the financial services world, now is the time for the financial advisory industry to band together and launch a national awareness advertising campaign.
On the minds of top guns
I always like to end the year by polling top people in the financial services industry and asking what's on their minds for the upcoming 12 months.
Main Street is also accountable for this crisis
The deepening financial crisis is increasing everyone's stress — and their finger-pointing.
Ethics law is all style, no substance
Members of Congress should use common sense when it comes to congressional felons.
Sanity coming to executive compensation
Congress and regulators are alerting investors that executive compensation may be out of hand.
I repeat, mend the health care system
A few months ago, I called attention to our ailing health care system.
The price of a ‘free’ lunch
Scammers have been targeting older Americans for years.
When the shoemaker goes barefoot
"How does this financial mess affect me? Should I be worried? I can't make sense of all of this stuff without Rob. I really miss him."
Surveying a troubled U.S. financial landscape
The you-know-what has hit the fan on Wall Street, and each day investors become more frightened.
Humble praise for our awards finalists
As I walked into my publisher's office, I could see she was a bit teary-eyed.
Your clients’ kids and their credit
Given all the media coverage of college students drowning in credit card debt, it seems that today's young people would be more aware of the dangers of unwise spending.
A real pain in the portfolio
Looking at my investments lately is a lot like watching a train wreck — I know I should avert my eyes, but I just can't make myself stop peeking.
A cure for our ailing health care system
Ask your clients what keeps them awake at night, and I bet many will say the skyrocketing cost of health care.
‘How are we doing?’
When walking around town, former New York Mayor Ed Koch often would ask constituents, “How am I doing?”…
Lessons from my father
As I celebrated a relaxing Father's Day, I thought of my father and of that famous insight about fathers from Mark Twain.
When Googling gets dangerous
Larry Page, a co-founder of Google Inc., may be one of the smartest guys on the planet.
Benefit extension would help today and tomorrow
Do members of Congress read daily newspapers and watch the evening news?
Our job is to report the news without malice
I was making my way through a very crowded cocktail event a few weeks ago at the Lipper Fund Awards dinner here in New York.