Taking Charge
By Staff Writer"My God, it's full of stars," reads the last line of Arthur C. Clarke's novel 2001: A Space Odyssey. Though not heard in Stanley Kubrick's...
April 01, 2003
Couple or CompanionsYou just got a hysterical call from a long-time client. She's uncontrollably upset because he's had a massive heart attack and things don't look good....
April 01, 2003
Next in LineThere are some conversations that are just not destined to go well from the start: "Well, honey, the good news is that I did get...
April 01, 2003
Block That Spam!If you don't like to get junk e-mail, try Choice-mail. Choice-mail is a small company, and its eponymous application has 5,000 users. It's not a...
April 01, 2003
Little Fish, Big FishIn a sector as diverse as financial services, it's sometimes difficult to understand why all the companies in the sector are lumped together. Home to...
April 01, 2003
Breaking Bad NewsBad news--nobody likes receiving it. Giving bad news can be equally troublesome, particularly when the person you're delivering it to holds you responsible--and you're not....
April 01, 2003
The Virtues of IndependenceCambridge Investment Research, Inc. takes pride in being an independent broker/dealer. While other firms have sold out to huge financial services firms like AIG and...
April 01, 2003
Jumping Into the Next PhaseDrop by an FPA or NAPFA conference, and you'll be sure to find Bob Veres, surrounded by a crowd of advisors who want to ask...