What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a book review or some other surprise. So keep checking in. We’re glad to have you reading along.
Guy L. Bassini, CFP® |
Friday, March 24, 2023
We took our annual family trip to Park City recently, so I wrote my blogs ahead of time. Then Silicon Valley Bank failed. Now I am writing my fourth blog post on banks. So much for “be prepared.” I need to address the...
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Guy L. Bassini, CFP® |
Tuesday, March 21, 2023
A clearing firm, such as Pershing, is different from a bank in very important ways. Banks refer to their depositors as customers. In most ways, they are not. Customers are people who pay a person or a firm. Bank depositors are...
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Guy L. Bassini, CFP® |
Friday, March 17, 2023
We are not trendy at all. Treasure Coast Financial Planning has no debt. During the Great Recession, we did not lay anybody off as our big competitors axed staff while using government money to give themselves multi-million-dollar...
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Guy L. Bassini, CFP® |
Monday, March 13, 2023
What we are seeing in California is a traditional bank run with a Silicon Valley twist. I do not believe that Silicon Valley Bank is representative of the banking industry today or that we are witnessing a...
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Guy L. Bassini, CFP® |
Friday, March 3, 2023
The law of supply and demand is an incredible thing, too bad that we have so many politicians who ignore it. I bring this up for personal reasons. Due to a lack of housing in Canada, the Trudeau administration has banned foreigners...
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