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As consumers, we’ve come to expect that financial institutions offer some kind of free checking account.  We’ve come to expect it because seemingly every institution in the country offers a free account – even if the account is supported by fees.  But there’s been a lot of speculation in recent weeks about whether financial institutions can/should continue offering [...]

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Happy New Year!

I believe that the year 2009 will be one of the best years ever. Why you ask?
The year 2009 is what I call the Year of the Fearless Leader. Call it a collective mindset for change, the necessity to reject business practices that no longer serve the times, and a huge pool of [...]

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This past Saturday there was an article in The New York Times about the merger talks between GM and Chrysler.
I am both amused and skeptical about a merger of these two auto giants and, from my perspective; two wrongs do not make a right. It speaks volumes about trying to fix a [...]

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From time to time, we will be posting our thoughts in video form. In this first video, I revisit changing your mindset as a means to survival in the financial services industry. I welcome your comments and suggestions for future video topics.

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