Tag

know your client

What’s the Best Closing Gift?

When One Size Definitely Doesn’t Fit All What makes a good closing gift for home buyers? Anything the client really wants (within limits). “Know Your Client” (Again) In that vein . . . it’s hard to top the Buyer’s agent who popped for a new dryer (or so I recently heard). Apparently, the agent found out...
Read More

What’s the Best Closing Gift?

When One Size Definitely Doesn’t Fit All What makes a good closing gift for home buyers? Anything the client really wants (within limits). “Know Your Client” (Again) In that vein . . . it’s hard to top the Buyer’s agent who popped for a new dryer (or so I recently heard). Apparently, the agent found out...
Read More

Vanguard’s John Bogle on Fiduciary Duty

“Put the Interests of the Client First. No Excuses. Period.” In a world where individual investors have few friends (sadly), Vanguard founder John Bogle — now 83 years old – is a true champion. What does he propose doing now to fix the stagnant economy and (still) battered financial system? Bogle advocates taxes to discourage...
Read More

Archives