IBJ Podcast: Pete the Planner on the five deadly sins of money management
This week, Peter “Pete the Planner” Dunn and host Mason King talk about spotting the emotions like envy, fear and shame that can lead to poor financial decision making.
Finance
Articles
Financial firm faces complaints from customers who say they were led into unsuitable investments
David A. Noyes & Co. has helped raise money for companies—including Indianapolis-based Digonex Technologies Inc. and Fishers-based SteadyServ Technologies LLC—by persuading its clients to invest. But such investments, known as private placements, are risky by nature—and Noyes’ clients have not always been happy with the results.
Bankruptcy, morass of litigation follow exec’s indictment
The legal situation is increasingly complex for Kerri Agee, who in March was indicted on federal fraud charges in connection with her now-defunct Westfield financial services firm.
PETE THE PLANNER: Think carefully before deciding to invest without an adviser
When it comes to investing, not only do too many people misconstrue knowledge for skill, but beyond that, people tend to make a series of predictable mistakes brought on by inexperience. Therefore, even if you find yourself in the “I know what I’m doing” camp, you might not have the rest of what it takes to succeed long term.
Ousted CEO of Noyes sues investment firm
Mark Damer of Carmel, 62, filed suit against Noyes last month in Hamilton Superior Court. Damer’s complaint says his termination was in violation of the employment agreement he had signed months earlier, and that, after his termination, Noyes denied him access to records related to the Bayley Investment Group.
Not getting paid on time? You aren’t alone
Accountants say receivables stretched during the recession, and worse, this might be the new normal.