Financial Health

Bob Wegner and Jonathan Tiemann form Transition Alliance

By | 2019-05-04T01:58:30+00:00 April 29th, 2019|Business News, Financial Health, Investment Advisor Rules, TIA, True expertise|

We are very pleased to announce another exciting collaboration for Tiemann Investment Advisors (TIA).  Dr. Robert E.C. (Bob) Wegner, owner of Wegner Associates of Grapevine, Texas and Dr. Jonathan Tiemann of Tiemann Investment Advisors, LLC, Menlo Park, California, have agreed to a new strategic relationship. Commencing April 2019, Bob Wegner and Jonathan Tiemann shall collaborate on assisting with the [...]

Cattle Hides to Crimean War

By | 2019-03-20T23:38:57+00:00 March 20th, 2019|Banking, Business News, California History, Financial Health, Gold Rush, TIA|

Dr. Tiemann presents  a California Gold Rush talk to the Fellowship Forum Dr. Tiemann was the invited speaker at the Fellowship Forum in Palo Alto on March 19, 2019. This is a local group that meets weekly to hear speakers on a variety of topics. Dr. Tiemann spoke about banking in early California history, both before and after the Gold [...]

The Adams Express Company – A Gold Rush Banking story

By | 2019-03-06T22:03:04+00:00 February 28th, 2019|Banking, Business News, California History, Fiduciary Duty Standards, Financial Health, TIA|

A history of how a shipping company becomes a bank Dr. Tiemann was the invited speaker at the Rotary Club of San Mateo on February. His talk was entitled “Banking in Gold Rush California — The Adams Express Company.” In this talk, Dr. Tiemann explores the story of the Adams Express Company — the largest express company and second-largest bank [...]

Finally, DOL requires Advisors to put client interests first

By | 2018-12-20T20:30:17+00:00 February 29th, 2016|Brokers, Business News, Fiduciary Duty Standards, Financial Health, Investment Advisor Rules, Money Management, Securities & Exchange Commission, TIA|

Today, I'm calling on the Department of Labor to update the rules and requirements that retirement advisors put the best interests of their clients above their own financial interests. It's a very simple principle: You want to give financial advice, you've got to put your client's interests first.           – President Barack Obama, February 23, 2015   We are thrilled [...]

How much austerity is enough?

By | 2018-12-20T20:36:04+00:00 April 20th, 2015|Economic Indicators, Euro, Financial Health, Fiscal Policy, Government shutdown, international Finance, TIA|

By Dr. Jonathan Tiemann, April 20, 2015 Although we don't hear the word explicitly that often, austerity is very much at the center of economic debate today. In the US, both the Senate and the House of Representatives are working on budget proposals, which would (their sponsors say) balance the Federal budget within a decade. Those proposals would do so [...]

An end to “male, pale and stale?”

By | 2018-12-20T20:38:31+00:00 January 29th, 2015|Business News, Carbon Emissions, Climate Change, Corporate Actions, Energy, Environmental Reporting, Fiduciary Duty Standards, Financial Health, Financial Institutions, Fossil Fuel Free investing, Future Generations, Shareholder Rights|

Despite the well-pronouced and increasingly strident warnings from scientists about the deleterious effects of burning fossil fuels on the environment, there is a surprising amount of "business as usual" going on in corporate America. This makes the news about the way Anne Stausboll, the chief executive of Calpers, addresses climate change all the more impressive. According to an article in [...]

Your money or your health . . . or both?

By | 2018-12-20T20:43:18+00:00 August 16th, 2014|Business News, Financial Health|

Posted August 16, 2014 What does the financial and health information for the employees of an industrial laundry company in the midwest have to do with how much you care about your investments and your health?  It turns out, quite a lot!  In fact, you can learn a lot about a person's health by asking about their retirement account. An [...]

Why emphasize “discerning?”

By | 2018-12-20T21:56:47+00:00 March 13th, 2010|Brokers, Fiduciary Duty Standards, Financial Health, Financial Institutions, TIA, True expertise|

Entrepreneur Magazine recently ran an article reviewing and excerpting the book, "55 Surefire Home Based Businesses You Can Start for Under $5,000 by Entrepreneur Press & Cheryl Kimball (2009), which listed 55 businesses that people could jump into with little investment of time or money.  It was not surprising to find that becoming a Financial Planner was listed at number [...]

SEC Adopts Custody Rule Changes For Investment Advisors

By | 2018-12-20T21:57:52+00:00 December 30th, 2009|Brokers, Fiduciary Duty Standards, Financial Health, Financial Institutions, Investment Advisor Rules, Securities & Exchange Commission, TIA|

Posted December 30, 2009 In 2009, the SEC adopted amendments to the custody and recordkeeping rules under the Investment Advisers Act of 1940 to provide additional safeguards when a registered adviser has custody of client funds or securities, providing greater guidance and stronger protections for investors. TIA was then (and still is) pleased with this improved rule change. The final [...]