Tag Archives: meltdown

Straight Talk on Compensation

The Times' reporter said to "Check the legitimacy of planners’ credentials, and ask them to sign a fiduciary oath, promising to act in your best interests at all times. And read every word of every account statement. If you see something, say something. You should never be confused by jargon, strange numbers or anything else on your statements."

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Visualizing the Mortgage Meltdown

This 10-minute video effectively encapsulates the mortgage bubble and subsequent financial meltdown. One thing struck me as funny, though, and that is how to depict "irresponsible homeowners" graphically. Mr. Jarvis chose to do it in contrast to the "responsible homeowners" who had one child and a dog. The irresponsible ones had a load of children, smoked cigarettes (or something) and no pets. I'm still running that through my politically correct filter.

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Disassembly Line


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Regulatory Purgatory

How's a financial representative to compete with so many businesspeople in less-regulated professions who send e-newsletters and blog about their work?

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No Green from the G20 (yet)


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G20 and the IMF

Writing Prompts * How will the decisions concerning global regulation immediately affect your clients? Your firm? * How will the IMF's ability to issue $250bn worth of its own currency, the SDR, affect the products and services you will offer? * Will international trade be facilitated or hampered by the decisions made at this conference? * Do we now have a de facto world central bank? What's your view?

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G20 and the Greenback

Writing Prompts * How does the current world currency situation affect your company and your clientele? * What changes do you recommend to your client’ holdings in light of today’s political-economic churn? * If you were involved with currency trading or international business at the time that the EU adopted the Euro, you might reflect on that time and bring forward lessons applicable today. * Do you or your company do business in China or Russia? These countries are advancing the idea of switching from the greenback. * How will decisions made by the G20 affect mortgages in the US?

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Visualizing a Trillion Dollars

...see how, starting with one Benjamin, you size up $10k, $1m, $100m, $1b and finally $11t. Brilliant.

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Kill your Darlings

Postal rates go up in May and there's even talk of cutting service back to five days a week. Talk like this fuels desire for e-communications,

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