To Our Clients, Colleagues and Friends,

Does Jamie Dimon hear John Stumpf’s footsteps sneaking up on him? A couple of days ago JP Morgan’s market cap was $161 billion and Wells Fargo’s was $159 billion.  Getting close. Remember when Wells was just a Northern California Bank?

Taking on Jamie Dimon and Chase could be risky.  When Dimon [...]

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To Our Clients, Colleagues and Friends,

The savings & loan industry is quickly fading from the financial landscape of America , and nothing is more telling than looking at the fifty largest U.S. banks ranked by deposits, only six of which are thrifts!  Here are the ten biggest:

1. $77 billion    ING

6.  $25 billion    Hudson City Savings

2. [...]

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To our Clients, Colleagues and Friends,

How are your finances?  Not good?  Well, most of the world is a lot poorer.  No welfare.  No food stamps.  No pensions.  No Medicare or Social Security.  In fact, one third of the people in the world go to bed hungry every night.
How’s your health?  Not so good?  Give thanks [...]

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To Our Clients, Colleagues and Friends,

Our Client appreciation Dinner was a great success, and we had clients who came  from New Jersey, Minnesota, Oregon, Wisconsin, Illinois, Arizona, Florida, Maryland, Texas, New York, and, of course, all parts of California.  The roundtable (“What the heck is going on?”) started at 4:30, drinks were at 6:00 and [...]

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