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Latest Posts

Good Financial Advice Puts Client Interests First

Posted by Jake Erlendson on 04/23/2012

About a month ago a senior investment banker from a prominent Wall Street firm grabbed the public spotlight by publishing his reasons for resignation in a New York Times opinion piece.  He stated that his primary reason for resigning was that the culture of the firm had strayed away from the core principle of serving client interests first.  Among the disturbing revelations in the…
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Beware of Phishing

Posted by Mark Munoz on 03/30/2012

Phishing is a tool used by thieves to lure unsuspecting users into providing their confidential information by masquerading as a trustworthy entity. One example of phishing is fake email that closely resembles a known entity. Within the deceptive email, there are one or more links which, once clicked, redirect the individual to a fake website…
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Facebook IPO

Posted by Jacqueline Bell on 02/13/2012

There has been a lot of buzz in the financial press in the last week about Facebook’s initial public offering (IPO). One of the most interesting articles appeared in the Wall Street Journal on February 4th. It compares an investment in Facebook with an 18th-century mathematical riddle called the St. Petersburg Paradox. In that riddle,…
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    • Good Financial Advice Puts Client Interests First
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