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A Brief Attempt to Define the New, “Brave New (Economic) World” Order
Besides just US-China relations, clearly the global world economy is undergoing a huge de facto reset resulting in a whole new nexus of...
Gerald Alain P. Chen-Young
May 53 min read


"Convertible Bonds an Issuer's Guide"
Please see below Convertible Bonds an Issuer's Guide by Mayer Brown
jamesmcnamee2
Apr 111 min read


"Cyber Exploits Report"
Please see below the Cyber Exploits Report from the United States Secret Service Criminal Investigation Division:
jamesmcnamee2
Apr 91 min read


"2025 Edelman Trust Barometer"
Please see below the 2025 Edelman Trust Barometer from the Edelman Trust Institute
jamesmcnamee2
Jan 301 min read


Summary of "State Retirement Income of 2024"
Here’s our summary of Morningstar's “State of Retirement Income: 2024” report Core Focus The research explores retirement spending...
jamesmcnamee2
Jan 11 min read


"FTC Protecting Older Consumers 2023-2024 Report"
This report comes from the Federal Trade Commission Website Aggressive law enforcement remains the keystone of the FTC’s efforts to...
rosie.mcnamee
Dec 2, 20241 min read


"Retirement Insecurity 2024"
This article comes from The National Institute on Retirement Security The ground is shifting when it comes to retirement. Most Americans...
jamesmcnamee2
Oct 30, 20242 min read


"State Retirement System Governing Authority Arrangements"
This article comes from The National Association of State Retirement Administrators Key Takeaways: • Although most state retirement...
jamesmcnamee2
Oct 1, 20241 min read


"Actuarial Funding Policies and Practices for Public Pension Plans"
This article comes from Conference of Consulting Actuaries Public Plans Community This CCA PPC “white paper” provides guidance to...
jamesmcnamee2
Aug 30, 20241 min read


jamesmcnamee2
Aug 2, 20240 min read


Thoughts on Citi’s Announcement “Citi Pitches Money-Moving ‘CrownJewel’ as Central to Revamp”
This announcement by Citi is significant, especially for the “crypto” world. Moving money-moving (per Bloomberg article below), transfer,...
jamesmcnamee2
Jun 19, 20241 min read






jamesmcnamee2
Jun 7, 20240 min read


"What you should know about your retirement plan"
This retirement booklet comes from the U.S Department of Labor and the Employee Benefits Benefits and Security Administration Snippet...
jamesmcnamee2
May 1, 20242 min read


"Taking the Mystery out of Retirement"
This toolkit comes from the U.S Department of Labor This retirement planning kit from the U.S. Department of Labor provides a conclusive...
jamesmcnamee2
Apr 30, 20241 min read


"Retirement Toolkit"
This toolkit comes from the U.S Department of Labor The retirement toolkit was published by the U.S. Department of Labor, the Social...
jamesmcnamee2
Apr 25, 20241 min read
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