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Steve's blog

To Think Like an Advisor featured-image

To Think Like an Advisor

I’ve been meaning to post on this topic for a while. Now that I, along with other New Englanders, are starting to dig out of another heavy snowfall, I have time to sit down and... Read more

A Winter Reflection featured-image

A Winter Reflection

We got hit with a blizzard over the weekend, as I’m sure many of you did, and we are slowly digging our way out of it. In places the drifts are rather high, and the... Read more

A Recurring Storyline featured-image

A Recurring Storyline

Lately I’ve gotten into the habit of collecting annuity-related memorabilia both to appreciate how the industry has evolved over the years and to have such items on hand for reference purposes. Which explains the photo... Read more

A Study in Scarlet featured-image

A Study in Scarlet

It’s Halloween, and in my neighborhood the trick-or-treaters already came and went – they did their rounds between 3 and 6 p.m. I’m happy to report that I got more of them this year, but... Read more

Autumn Aspirations featured-image

Autumn Aspirations

A new season is now upon us, one that I normally associate with new beginnings, more so than the spring. After all, this is the time when students have just made it back to their... Read more