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Today we head back to the summer of 1999. The Internet wasn't what it is today, but we did have online trading. In a column in the Mississippi Business Journal, Nancy reminds readers to choose carefully from whom they take investment advice. The Internet has made tradi...

The DOL Fiduciary Duty Rule has been the talk of the asset management industry for... quite some time now. This rule would require anyone who gives advice/manages money in a retirement type account be a fiduciary. A fiduciary is one who serves your best interest. If yo...

 For today's throwback, we head to 2015 and a segment on WLBT's Midday Money in which Nancy explains what it means to be a fiduciary. This piece is timely since just last week, the DOL Fiduciary Rule was delayed for 60 days. 

Transcript of the program:

August 19, 20...

Do you remember that old movie Network? About the only thing I remember is that the main character, a TV newscaster, gets fed up one night on the air. He starts screaming, "I'm mad as hell, and I'm not going to take it anymore." He works his viewers into a frenzy, enco...

In a recent post at the Wall Street Journal, Jason Zweig points out that even though just about everyone who will work with your investments will now be required to be a fiduciary, conflicts of interest abound. A fiduciary is required to make all decisions in your best...

You value your money and your time, and you don’t want to spend too much of either on a relationship you’re not comfortable with.  A financial advisor is a position of trust—not only the trust not to make off with your funds in the night, but also the confidence that y...

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