Here’s one of my favorite stories from my time at a large investment house in Boston. I doubt that this will do your investing much good, but it’s definitely worth a smile. This big investment house was founded by a dyed-in-the-wool Yankee whose Boston roots ran deep in the cold soil of Massachusetts. When the decision was made to begin offering the firm’s services to those outside the coterie of Boston Brahmins, a network of brokers were solicited around the U.S. to sell its investment products. The business remained small for many years, but when it began to build...
