Monthly Archives - January 2020

Nine Shiny Dimes

I’ve been in the financial industry for 37 years. I’ve screamed in the trading pits and presented financial plans in board rooms. In all those years there has been one consistent revenue stream for industry professionals. They count on retail clients preferring nine shiny dimes to one crumbled dollar bill.  In my early days the shiny dimes were glossy brochures or steaks and scotch in a power restaurant. Now it’s algorithms and video presentations. All of these shiny objects are presented to convince you to hand...