HOT TOPICS
What’s new in CCP Disclosures? – Q1 2025 |
Clearing houses have published their latest CPMI-IOSCO Quantitative Disclosures for Q1 2025. Initial margin (IM) for major ETD CCPs was $522 billion –…
It’s a small world, after all!
If the title of this post sounds familiar, it is because is one of Disney’s most iconic rides, one that…
Helping Clients Overcome Behavioral Biases
“Unlearning” is defined as “putting out of one’s knowledge or memory.” As a financial advisor, you play a crucial role…
The 38 Best Deals From REI’s 2025 Labor Day Sale
Isn’t it amazing how fast summer goes by? The kids are back in school, and it’s time for the annual…
The Convergence of Sound and Tech: How Audio Electronics Are Redefining Human Interaction with Technology
Share Share Share Share Email In the world of consumer electronics, sound has often been treated as a secondary feature.…
Transition Announcement: $1.2B UBS Private Wealth Team Launches RIA with Support from Sanctuary Wealth
We’re proud to share that a nationally recognized team from UBS Private Wealth, led by Jim Chiate and Tony Guinane,…
How much margin? The 2024 edition |
This blog covers the 2024 edition of the “ISDA Year-End Margin Survey”, published on 14 May 2025, which covers over-the-counter…
#10 “You Can Replace The Bonds In The Traditional 60/40 Portfolio With Gold And It Makes No Difference” – Meb Faber Research
If you read the headline of this article, you probably have the same thought as everyone else: “No CHANCE” Meaning,…
Credit Associates, “Step in it” AGAIN! (Pt 1) – Dallas / Fort Worth Credit Repair and Restoration| Wayne The Credit Guy
*As always, let me point out I write these blogs for informational purposes based on my own opinions, my 15+…
Interest Rates, Inflation and Central Banks!
It was an interesting year for interest rates in the United States, one in which we got more evidence on…






































