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Q:I seem to be running into prospects with their hearts set on "socially ...
A: I always feel that if people have a very clear, very focused portfolio ...

Q: We have a client in his mid-30s who, though decently employed, really ...
A:Resign the account, in writing. Make sure your attorney gets the letter....

Q:After nearly two decades as a non-producing branch manager, I'm heading ...
A: I don't think it is a market; if it is, it's too narrowly segmented to make sense to ......keep reading

Ask Nick...keep reading

I'm on the road. I get a call from my office about a "very important" message they found on the answering machine. It's a little chopped up by the time it gets to me; what I receive is "(Guy's name) with Congressman Jack Kemp yada yada CNBC program yada yada please call."...keep reading

Ask Nick...keep reading

Ask Nick...keep reading

Ask Nick...keep reading

I received an email today from an assistant regional sales manager for a large financial services company. After the person's name are the following designations......keep reading

I've had the great good fortune to visit Australia three times in the last twenty years, and to meet with financial advisors from coast to coast. Nicer people you will not find anywhere in the world, and when they approve of something you've said or done -- or just approve of you--they say Goodonya!...keep reading

Squibs...keep reading

"As the chart below indicates, the $98.39 in estimated earnings for the S&P 500 in 2011 will easily eclipse the $87.72 in actual earnings posted in 2006--prior to the subprime meltdown....keep reading

Last December, a kind advisor brought to my attention a column in a local small-circulation newspaper, over the byline--and accompanied by a smiling picture--of a local CFP and NAPFA member. The advisor thought I'd be interested, because the column was a plagiarized and heavily edited version of a piece I'd written for this newsletter....keep reading

Any time the market tanks, there's suddenly a devil theory or two abroad in the land, affording people an intellectual excuse for their emotional pessimism....keep reading

Ask Nick...keep reading

Ask Nick...keep reading

"What made America great was her ability to transform her own dream into hope for all mankind....keep reading

It was probably inevitable that, on the very night before the historic collapse of silver prices--along with sharp sell-offs across the commodity spectrum--I got an email from a subscriber. After asking if I'd read some catastrophist book or other, he went on to solicit my opinion on his decision that in view of the fact that commodity prices were rising "exponentially" he had to get his clients exposed to commodities, and was researching several commodity funds...keep reading

You either think that we are in - or will soon enter - a recession in this country, or you don't. (A recession being defined as two consecutive calendar quarters of negative GDP growth.) I don't, but never mind that....keep reading

Ask Nick Oct 2005...keep reading

Many of the 'Ask Nick' interactions in this and the past few issues have - as they always must, at times like this - concerned the efforts of subscribers to keep clients on plan, if not to keep them from jumping ship altogether....keep reading

Marcus Aurelius, Charles Dillon Stengel, Joaquin Andujar, Morgenthau, Jr., Kenneth Langone...keep reading