Category: Investors

How to Handle Losing a Major Client

You never want to receive an unexpected email from a very important client that reads “I need to talk to you at 2:30 today.” Particularly if he’s never sent you anything like that before.  But one morning last month, that was the message that landed in my inbox. My heartbeat quickening, I replied, “Of course,…

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THE JOY OF RUNNING IN THE DARK

This morning, I did something that I have done at least once and often four or five times a week for nearly 30 years; I went out running in the dark.  This has been a particularly challenging winter with tons of snow, and, more important, lingering ice on the street, but I have my secret…

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Making the Gradual Retirement of a Co-Founder Work

Most people look forward to retirement. They can’t wait to play more golf with their pals, travel, hang out with the grandchildren, perhaps spend more time on non-profits, and generally pursue a more relaxed lifestyle. But some of us don’t really want to retire. Like my partner, with whom I co-founded our finance services company….

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Why the Market Keeps Going Up and Why It Might Matter to You

I work in the stock market, although I have never written a “market” piece in this venue. So why now? Because the broad indices have steadily climbed higher for almost five years and, until recently, no one outside of those of us trading stocks all day, seemed to notice. Now I have to be careful…

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