Category: Taking Stock
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Safeguarding Data & Trust
In 2018, despite all efforts to do otherwise, I hit new lows in protecting my personal data. I started out the year by spitting into a tube only to discover […] Read More
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Dear Summer Interns: Stay in Touch
This Taking Stock is addressed to interns. Kindly forward to a college intern who is working at your organization. Dear Summer Interns: STA serves individuals in the financial services industry […] Read More
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Mom was right, they are our nation’s best
Tomorrow is Memorial Day, a day of reflection and honoring those who paid the ultimate price to protect our nation and way of life. As we remember those who served so […] Read More
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The awesomeness of Mardi Gras and grassroots
The awesomeness of Mardi Gras and grassroots by Jim Toes Mardi Gras festivities picked up momentum this past weekend with a series of parades through the streets of New Orleans. […] Read More
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‘Tis the season for serendipitous moments
Over the years, there are two stories I’ve stopped telling because simply, no one believes them. One involves a rattlesnake, the other as you will read is more appropriate for […] Read More
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To the Class of 2017: Loyalty, be open to feeling it.
With Memorial Day now behind us, another season of commencement addresses across college campuses has passed. Like you, I enjoy a good YouTube video on these types of speeches whether […] Read More
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Would CAT Pass Trump’s EO?
by Jim Toes Most agree with the saying, “timing is everything,” especially traders who know that being too early on a trade can hurt a P&L just as much as […] Read More
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Change and the 2017 STA Board
by John Russell, Franklin Templeton & STA Past Chairman Preparing for change is how we all grew up. That first day of school, the transition to college, entering the workforce […] Read More
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Hockey fans don’t need regulation
Earlier this week, my thirteen-year-old daughter and I attended an NHL game at Madison Square Garden. While the home team lost by a large margin, the game was extremely enjoyable […] Read More
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The Taste of Freedom
by Jim Toes Today is Veterans Day, a national holiday that honors those who served in the U.S. Armed Forces. It is a holiday that brings out strong feelings of […] Read More