Tag Archives: choosing broker

“It’s Not You, It’s Me”: We’re Just No Longer a Fit

An old friend of mine (let’s call him Pete) works for a well-known, national tax services firm. It’s not the type of firm that resides in […]

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Contract or Commodity?

Do you agree that we live in a litigious society? Do you feel compelled to put things in writing when establishing a position or making […]

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