Results for "Just Thinking"

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TechTalk: IN's new blog for advisers

September 1, 2013

Let's face it, technology plays a huge part in all our lives. We use technology to buy books and music, to find our way home when we're lost and even to keep track of how many calories we've burned during the day. Financial advisers use technology...

Wading through the alphabet soup

August 18, 2013

The financial advice industry has long been criticized for having too many professional designations — some good, some OK and far too many just worthless. By some estimates, there are now more than 100 professional designations and certifications...

Gluttony on the high seas

July 28, 2013

You can certainly learn a lot about consumer behavior on a cruise ship. When I boarded Royal Caribbean International's M/S Enchantment of the Seas for a four-night getaway to the Bahamas a few weeks ago, I had no idea what I was in for. Sure,...

Jim Pavia: My last column for InvestmentNews

July 14, 2013

After a decade of leading the InvestmentNews editorial team, I have decided it is time to try something new, so I am heading to CNBC. It has been my distinct pleasure to oversee this publication and to have had a hand in the evolution of the...

Homing in on some painful lessons

June 2, 2013

By nearly all accounts, the housing market is back. March home prices were nearly 11% higher than a year earlier, according to the S&P/Case-Shiller home price index released last week. Not only was that gain the largest since 2006, it followed...

Female advisers: The missed opportunity

May 5, 2013

Considering that 69% of financial advisers are male, it appears that the profession is not exactly a bastion of gender equality. The number of financial advisers in the U.S. is on track to grow 32% between 2010 and 2020, and with that growth...

For me, the crisis was un-bearable

April 14, 2013

There's a political joke that goes like this: “If you're young and not a Democrat, you're heartless. If you grow up and you're not a Republican, you're stupid.” Well, I have fashioned a similar joke that gets at how I am feeling about the...

Getting tough on use of e-mail as a dodge

March 31, 2013

L ike most news organizations, InvestmentNews runs 24/7. Gone are the days when reporters grabbed their hats and walked out of the newsroom at the end of an eight-hour shift — putting the story they had just filed, or the one they were still...

Advisers' selflessness is humbling

March 17, 2013

Tikkun olam is a Hebrew phrase that means “healing the world.” As I understand it, it means that each one of us is responsible for making the world a better place. Think of it as the Jewish version of “paying it forward.” To me, that...

Congressional criminals still can collect public pensions

March 3, 2013

I find it mind-boggling that members of Congress who are convicted of crimes while in office are collecting, or will be eligible to collect, their taxpayer-funded government pensions. Former Rep. Jesse Jackson Jr. is the latest example of a...

Obama right to focus on college affordability

February 17, 2013

OK, I admit it. I dozed in and out of President Barack Obama's State of the Union address last Tuesday. Don't judge me. When was the last time you heard a State of the Union address that wasn't just a laundry list of familiar issues or one that...

Trillion-dollar coin isn't the answer

January 13, 2013

Seriously? A trillion-dollar coin? I don't know whether to laugh or begin stockpiling food, water and anything else I might need to survive an economic collapse. Once again, we find ourselves fast approaching the congressionally determined debt...

Fiscal cliff? Not gonna happen

December 2, 2012

As I write this column, we are 32 days, 9 hours, 11 minutes and 12 seconds away from plunging over the fiscal cliff. I know this because MarketWatch, which runs in the background on my desktop, has a Countdown to Fiscal Cliff clock on its website....

The election's wealth of lessons

November 11, 2012

For financial advisers, the 2012 presidential race offers many important lessons. First, always be honest and direct with your clients. Let's face it — both President Barack Obama and former Massachusetts Gov. Mitt Romney did their fair share...

Goldman Sachs 'tell-all' tells little

October 21, 2012

After reading the opening chapter of Greg Smith's Wall Street tell-all, “Why I Left Goldman Sachs,” it is clear that Mr. Smith has an ax to grind — and a pretty dull one at that. How else to explain his reaching account of intern hell...

Presidential debate: Obama 0, Romney 1

October 7, 2012

For the most part, I like Barack Obama. I went into last Wednesday's debate between the president and Republican nominee Mitt Romney with high hopes that the former would summon the deft communications skills that carried him into the Oval Office...

What you get is what you give

September 23, 2012

I have never considered myself a slacker. My workday generally be-gins at 4 a.m. and is consumed mostly by — well, work. Weekends are usually reserved for chores, spending time with my family and doing my best to keep up with all the demands...

Help your clients' kids avoid maxing out

September 9, 2012

Like most parents, I will do almost anything to help my four boys avoid making the mistakes I did when I was young. If carting out my eighth-grade pictures and letting them yuk it up about how my head resembled a feather duster keeps them from...

No second chances when it comes to securities fraud

August 26, 2012

At the risk of sounding like a Hallmark commercial, I believe in second chances. I believe that no matter how much people screw up, they deserve a chance to make amends and to be forgiven for a stolen candy bar, for hurtful words or even for...

In SRO Olympics, Bachus flip is a head fake

August 12, 2012

You have to hand it to House Financial Services Committee Chairman Spencer Bachus. He knows the power of a head fake. How else to explain Mr. Bachus' flip-flop over whether to continue touting his bill calling for the creation of one or more...

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