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Just Thinking

Displaying 220 results

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Three cheers for two brave judges

Richard J. Holwell and Jed Rakoff, U.S. District Court judges for the Southern District of New York, deserve our praise.

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  • October 16, 2011

Great pay for terrible performance

Corporate America, which continues to reward failure among its chief executives, needs a serious kick in the pants

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Facing facts about picking stocks

If you want to know whether the stock you are thinking about buying for your client is a good deal, look at the face of the company's chief executive

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  • September 11, 2011

A very worthwhile conversation

At last year's InvestmentNews Retirement Summit, Lazetta Rainey Braxton approached me and asked if I had a few minutes to chat

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Advisers need to practice what they preach

My buddy Frankie Sorrentino earned his living as a general contractor and licensed electrician. He was serious about…

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Have you seen those commercials about CFPs?

Over the past few years, I have used this space to advocate for a national advertising program to make the public aware of its need for professional financial advice

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  • August 16, 2011

How advisers are calming clients

My financial adviser called me last week to make sure that my pulse wasn't racing. I told him that I honestly wasn't panicked about the slowing U.S. economy, escalating debt problems threatening Europe and the prospect that the markets would repeat their 2008 collapse.

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Don’t blame the media messenger

A financial adviser suggested that one of his satisfied clients buy a high-quality mutual fund

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The social-media ball needs to be moved forward

Advisers need more concrete guidance from regulators on what they can -- and can't -- do in the virtual world

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Let’s call insider trading what it is — a crime

Recent article claiming insider trading doesn't hurt the markets — and may help them — is a bunch of hooey

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  • June 26, 2011

<i>IN’s</i> Pavia: Advisers, don’t kill the media messenger

InvestmentNews reporters don't make up the news, they just report it

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  • June 24, 2011

Thanks, Dad, from your older and wiser son

Next Sunday is Father's Day, and I plan to lie in a hammock in my backyard, smoke an expensive cigar, drink a few cold beers and read The New York Times.

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Retirement planning: Someday is not a day of the week

Retirement planning is serious business, but a great deal of research has shown that Americans aren't dealing with it seriously. When it comes to retirement planning, we are a nation of procrastinators.

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Have you seen those commercials about CFPs?

Naysayers aside, the CFP's TV ad campaign, part of a new national public-awareness effort, is just the message the retirement-nervous need to see right now.

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  • May 29, 2011

The social-media ball needs to be moved forward

Now that Morgan Stanley Smith Barney LLC has become the first major wealth manager to allow its brokers to use Twitter — albeit in a limited way — it's clear that financial services firms are not waiting idly for regulators to provide guidance on social media

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Let’s call insider trading what it is: a crime

Some pundits would have you believe that insider trading is a victimless crime or perhaps not a crime at all

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Someday is not a day of the week

What parent hasn't had the leisure of a late Sunday afternoon interrupted by a child's sudden plea for help with a project or paper due first thing Monday morning?

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Advisers stuck in neutral as regulators ponder social media

Imagine hearing about an amazing vacation spot from a friend, who insists that you go there to discover firsthand just how great it is

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A hard day’s night for my adviser

My trusted adviser did his due diligence

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Don’t rule out a suggestion box for clients

My friend Jimmy owes a great deal of his newfound success in the restaurant business to, of all things, a suggestion box