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 [...]
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Keeping an eye on our public servants — The integrity of our financial markets depends on disclosure and fairness
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 [...]


November 22, 2011
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