TIA

Consideration of ESG factors can reduce risk and improve return

By |2020-07-30T17:32:08-07:00July 30th, 2020|Business News, Environmental Reporting, ESG Factors, Fiduciary Duty Standards, Financial Health, Labor Law, Money Management, Mutual Funds, Risk Reduction, TIA|

The DOL's proposed Rulemaking on "Financial Factors in Selecting Plan Investments" for ERISA plans is considering amendments to the “Investment duties” regulation under Title I of the Employee Retirement Income Security Act of 1974, as amended (ERISA), to confirm that ERISA requires plan fiduciaries (i.e. the investment advisors) to select investments and investment courses of action based solely on [...]

Dr. Tiemann’s Gold Rush research featured by California Historical Society

By |2020-08-08T14:47:14-07:00July 23rd, 2020|Archival research, Banking, California History, Gold Rush, TIA|

California Historical Society blog features Dr. Tiemann's research Dr. Tiemann has devoted much of his spare time researching, reading and exploring archival materials about how banking emerged during the years both prior to as well as during the California Gold Rush.  In the course of his research, he has dug deep into both the Huntington Library and the [...]

Stop-Loss Orders and Portfolio Risk

By |2020-06-10T18:59:50-07:00June 10th, 2020|Risk Reduction, TIA|

Stop-Loss Orders & Portfolio Risk Investors hoping for gains through investments in the stock market must naturally bear the risk that the value of their holdings will fall. Prudent investors seek to construct and manage their portfolios in such a way that they bear only as much risk as is necessary to position them to benefit from potential [...]

Holiday Greetings 2019

By |2020-02-14T14:42:08-07:00December 20th, 2019|TIA|

We want to wish everyone happy holidays and a healthy and prosperous new year and decade. In appreciation of our clients and their long-term hopes for the future, we make a donation each year to an exceptional group doing critical work to benefit others.  This year we have selected the Earth Institute's Climate Science, Awareness and Solutions program, located [...]

Can Advanced Nuclear raise funding from Venture Capital?

By |2019-09-02T23:41:52-07:00August 31st, 2019|Divestment from Fossil Fuels, Energy, Institutional Investors, TIA, Venture Capital|

Can entrepreneurs working on innovations in nuclear energy raise venture capital in today's market? This is the topic that Valerie Gardner, TIA's cofounder and principal, addressed together with James Magowan, founder of Arboreal Capital, at a session of the 2019 Nuclear Innovation Bootcamp that was held in Paris, France on August 28th, 2019.  Ms. Gardner and Mr. Magowan were [...]

Bob Wegner and Jonathan Tiemann form Transition Alliance

By |2019-05-04T01:58:30-07:00April 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 |2019-03-20T23:38:57-07:00March 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 |2019-03-06T22:03:04-07:00February 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 [...]

Holiday Greetings 2018

By |2020-02-14T14:42:57-07:00December 23rd, 2018|TIA|

We want to thank everyone for your support throughout the year and wish you the best for the coming year.  We are especially grateful for your support at this sad time, while we mourn the loss of Kathy Hughes Anderson, our wonderfully cheerful and able office admin. She made the beautiful wreath shown in the image for us, just [...]

Honoring Kathy Hughes Anderson

By |2019-03-06T22:58:41-07:00December 15th, 2018|Business News, Future Generations, Investment in the future, TIA|

By Valerie Gardner, posted on December 15, 2018, updated December 28, 2018 It is with sudden and stunning sorrow that we find ourselves entering the holiday season without our long-time friend and colleague, Kathy Hughes Anderson.  Kathy has very ably and energetically served as our office manager since 2012, keeping our office humming, making it look beautiful, assisting our clients' [...]