Norman M. Boone

• Clients on Board

  By Norman M. Boone  |  April 1, 2008

  I've had the creation of a client advisory board on my To-Do list for several years now. Friends of mine who have them all rave...

• Eastern Promise

  By Norman M. Boone  |  February 1, 2008

  Sometimes we get a little myopic. It's easy to believe that what is important to us is similarly important to other people--that the way we...

• Help Yourself

  By Norman M. Boone  |  December 1, 2007

  Each of us has been helped in numerous ways by those who came before us. We, in turn, each have a responsibility for the next...

• Back to the Future

  By Norman M. Boone  |  October 1, 2007

  To consider where we, as independent registered investment advisors are going, we need to look at where we came from: The independent RIA grew out...

• Helping Hands

  By Norman M. Boone  |  May 1, 2007

  What if you had someone in your office who could pick up when you had extra work, who could help you harness some of the...

• On the Record

  By Norman M. Boone  |  March 1, 2007

  I spent several days over the recent holidays with my parents--my dad, 87, and mom, 86. I'm lucky that they are both still around and...

• Art of Listening

  By Norman M. Boone  |  January 1, 2007

  We are fortunate to have a number of very well qualified advisors in our firm. We all have different styles, and I believe that is...

• Bad Signs

  By Norman M. Boone  |  November 1, 2006

  When I enter a new place, I like signs that are easily viewed and easily understood. Unfortunately, most of the time when I'm looking for...

• Straighten Up

  By Norman M. Boone  |  September 1, 2006

  You know from your experience as a financial planner that planning is important. You help clients develop a financial plan because people who set up...

• Goal Posts

  By Norman M. Boone  |  June 1, 2006

  Most people today spend very little time thinking about their own future. The immediate demands of work, family, organizations, friends and life in general take...