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 [...]
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 [...]
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 [...]
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 [...]
Dr. Tiemann presented a talk at the Business Management Discussion Group on Monday, February 4th in Santa Monica, California entitled “Why the Debt Ceiling Matters - and What to do About It.”
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]