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By Olivia Mellan |
December 1, 2010
Tarot cards, the flight of crows, Ouija boards, horoscopes, animal viscera: The past is a hodgepodge of attempts to read the future.
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By Olivia Mellan |
November 1, 2009
Dick Vodra, a wealth manager with Spire Investment Partners in McLean, Virginia, doesn't use a questionnaire to develop a risk profile for clients. Instead, he...
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By Olivia Mellan |
November 1, 2009
When people win, they like risk. When they lose, they hate it. If only it were easier to translate that knowledge into an investment strategy...
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By Olivia Mellan |
September 1, 2009
It seems sometimes that we're living in an era of betrayal. Renowned money managers, senior elected officials, and Fortune 500 corporate leaders seem to betray...
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By Olivia Mellan |
February 1, 2009
I was thinking of starting this column on how to deal with uncertainty with a line like "We live in uncertain times," but it occurred...
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By Olivia Mellan |
July 1, 2007
A while ago, I took part in a committee retreat about teaching communication and counseling-related skills to financial planners. The discussion was sponsored by the...
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By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne |
March 1, 2006
Let's start with a couple disclosures. First, having lived through the disastrous economic consequences following the first Arab oil embargo in 1973, and having been...
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By Olivia Mellan |
September 1, 2005
A reporter asked me some years ago if men's greater willingness to bungee-jump and take other big risks might be due to some fundamental difference...
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By Staff Writer |
September 1, 2002
One year ago, 9/11 shook our sense of security like nothing else we'd ever experienced. Since then, the S&P 500 and the Nasdaq have ignored...