Monthly Archives: February 2016


Presenting to Executives

A few weeks ago, I gave a presentation to some of the company’s C-level and senior executives.  Presenting at that level meant my presentation had to be polished, and as for myself, appear to know what the hell I was doing.  Not only was my


Thoughts On The Claritas Investment Certificate

I recently obtained the Claritas Investment Certificate.  What is it?  If you work in the financial services industry, you may be familiar with the prestigious Chartered Financial Analyst (CFA) designation that is deservedly bestowed by the CFA Institute to those who pass the examinations and