July 2010

Frank Boland
July 26, 2010

In this edition of Frank Thoughts, Frank makes the important distinction between being a brokerage customer and an investment advisory client. 

  In the financial business, the difference between a customer and a client has often been misunderstood … sometimes confused intentionally by the “high end”...

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Learn how to take losses quickly and cleanly. Don’t expect to be right all the time. If you have made a mistake, cut your losses as quickly as possible.

– Bernard Baruch