Blogs

An agenda for referrals

By Margie Barrie | May 23, 2013

This straightforward system is the best way to feel comfortable asking clients for referrals.

How to invest like an Ivy League endowment

By Richard Hoe | May 23, 2013

Borrow tips from the endowment experts at Harvard and Yale and you may be able to maintain a kind of portfolio sanity.

Is it time to dump “fiduciary”?

By Chris Carosa | May 23, 2013

When the Director of Investor Protection for the Consumer Federation of America says investors don’t respond to “fiduciary,” what’s the alternative?

A year of firsts: 10 lessons learned

By Brooks Brown | May 23, 2013

Starting your own business is hard work. But it can be done.

What my mother taught me about health care

By Kathryn Mayer | May 17, 2013

I could report and write about health care all day long — which, oh yea, I do — but my cancer survivor mother has taught me more about it than anyone else.

What’s the most creative marketing technique ever?

By Daniel Williams | May 17, 2013

Consumers recently chimed in to tell us what have been the most creative marketing techniques they’ve ever encountered when being sold annuities and insurance.