Articles

Greek Resolution

Greek Resolution

Most of us have heard way too much about the finances of a relatively small member of the global economy: Greece, and its debt crisis. Recently one economist described the Greek debt default as “the slowest-moving train wreck in history.”

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Compensation Manipulation

Compensation Manipulation

Maybe this is what Wall Street executives are thinking when they see the Occupy Wall Street protesters: click here. Whenever TV pundits talk about investments, you generally hear them mention price/earnings (PE or P/E) ratios as the best way to value a stock, and there are usually references to earnings estimates and whether a company beat or failed to live up to analyst forecasts. But behind the camera…

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“Client-Last” Advice

“Client-Last” Advice

In professional circles, there is often talk about a “client-first” attitude, which is shorthand for giving your clients the same quality of financial advice you would give your mother. It’s a useful shorthand way to navigate through a financial world that is still beset by incentive payments…

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Too Much Regulation, Too Little Integrity

Too Much Regulation, Too Little Integrity

In reflecting on the regulatory changes we have experienced since the 2008 financial crisis, it is eye-opening to ponder the air travel regulations that have grown exponentially since 2001. The bunker mentality was understandable at first due to the disaster we witnessed on 9/11.

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The Tax Debate

The Tax Debate

Here’s a great way the British government could balance its persistent budget deficit. But perhaps we should avoid this solution in the U.S. Closer to home, a few weeks ago, the smart money in financial circles was betting on a year of tax gridlock…

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Apple Hits a Milestone

At the end of February, Apple’s stock market value hit a record high of $500 billion, which has only been accomplished by four other companies:  Microsoft, Exxon Mobil,...

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Fiduciary Delays

Fiduciary Delays

If we were to craft a commercial for the slippery concept of “fiduciary standards,” perhaps we should look to these fine examples of refined marketing excellence…

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Hostages in the Debt Negotiations

Hostages in the Debt Negotiations

To quote Yogi Berra, “It’s déjà vu all over again!” In 2008 we witnessed Hank Paulson, the Secretary of Treasury, practically single-handedly take down the US and world economy…

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Senior Transitions

Senior Transitions

Last month Rich was in Florida for several days with his mother who is recovering from a broken leg and a two month stay in a rehab nursing home. Certainly the situation was heart-filled, task oriented and all-together challenging.

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