The Cost of Trust

Daniel YergerFinancial Planning Leave a Comment

During my time in the Army Reserve, I had a job at IBM working in various roles in assisting projects relating to training and transferring services for various client companies to IBM. At one point, I went through the training for the service desk for a Department of Defense contract. The trainer, a woman named Cady, explained “the magic black …

Sex Sells

Daniel YergerFinancial Planning 2 Comments

Yesterday, as often happens, a tweet went viral. Now, notably, I’m not here to talk about vesting schedules. Vesting schedules would be contrary to the title, and might be the “least sexy” thing we could possibly discuss. Suffice it to say, vesting schedules exist because employers want to incentivize employees to stay longer than minimum terms with the company. Other …

State of the Union

Daniel YergerAbout the Firm 5 Comments

Every year, we as a country trot out an elderly statesman to give a grandiose State of the Union address at the pace of a DMV queue about the state of the country. The speech runs a sentence at a time, punctuated by intermittent cheering or boos by the respective political parties. The news covers the speech in detail, the …

Never Work for Free

Daniel YergerFinancial Planning 2 Comments

A gathering of powerful men sits, cantankerously debating the solution to a mutual problem. Among their shouting, a stranger enters their company and offers a solution to their problem. “It’s simple.” He says, which of course, raises a question from the group: “If it’s so simple, why haven’t you done it already?” To which he replies, “If you’re good at …

My Thoughts on Retreat

Daniel YergerFinancial Planning Leave a Comment

I made my first impression on the FPA community in the spring of 2019 when I posted on the FPA Activate page, complaining about what I perceived as a lackluster keynote lineup for FPA Retreat. That complaint haunts me to this day in, what I think might be the FPA Staff’s favorite karmic justice, as my testimonial about the quality …