As a Chartered Financial Analyst, I am bound by the CFA Code of Ethics. As a registered financial advisor, I operate under federal law that recognizes me as a fiduciary. Both sets of rules require me to behave better than my local congressman. The integrity of our financial markets depends on disclosure and fairness. All [...]
Archive | November, 2011
Keeping an eye on our public servants — The integrity of our financial markets depends on disclosure and fairness
Southaven Mayor Greg Davis should be in jail after taking town’s money for spa and golf trips, clothes and personal entertainment
November 15, 2011
Why isn’t Greg Davis in jail? >> POLL QUESTION: Should Southaven Mayor Greg Davis be arrested for using city money for personal trips, clothes and entertainment? This current mayor of Southaven, former state representative serving on the appropriations committee, and former Republican nominee for Congress has blurred the line between public and private with his [...]
Easing back into the real estate market
November 11, 2011
I love to walk through new houses. The smell of new wood, the clean, shiny surfaces, the perfect landscaping. All hold a promise for a perfect home, one where we can raise children in idyllic settings, dine with friends around a gloriously set table, and share rich, intimate moments with our spouses. Ahh, home. The [...]
Business is about the customer; just ask banks around country
November 1, 2011
Gotta love competition! The new fees on debit cards have had me hot under the collar. The financial reform bill set limits on bank debit card fees. Many lawmakers decried this change. How dare we interfere with the fine citizens of Wall Street in their pursuit of profit? It was downright un-American, and they warned [...]


November 22, 2011
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