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Editorial Results (free)

1. Legacy Building -

2014 is shaping up to be a banner year for Legacy Wealth Management, an independent financial planning and portfolio management firm that’s moved into a prominent new space, continued staffing up over the last several months and is preparing to launch a seminar series.

2. We’re All Invited -

MEMPHIS, SERVED IN THE SHELL. Following up last week’s column, this from a reader:

“We have no civic pride, half the population is intent on killing as many as they can and the other part lives behind walls or gates. There was a time in the fifties when you could leave your front door unlocked and keys in the car.”

3. Simmons Named President of Financial Planning Assn. -

Legacy Wealth Management chief compliance officer Cathy Simmons has been tapped to serve as president of the Memphis Chapter of the Financial Planning Association.

4. Simmons Named President of Financial Planning Association -

Legacy Wealth Management chief compliance officer Cathy Simmons has been tapped to serve as president of the Memphis Chapter of the Financial Planning Association.

5. McCusker Aims for Criminal Court Clerk -

Michael McCusker is used to the assumptions when the assistant district attorney general tells voters he is running for office this year.

“A lot of people keep saying to me, ‘Wouldn’t judge be a natural progression for you?’ In some respects it would be,” admitted McCusker, who is instead running in the May Democratic primary for Criminal Court clerk.

6. Sector Capital Management Independent Again -

Three years after its acquisition by Argent Financial Group, Memphis-based Sector Capital Management is an independent company again.

Sector CEO Reed Walters led the negotiations to buy back the wealth management firm in the wake of Louisiana-based Argent going on something of an acquisition spree in recent years. Sector also has relocated from Argent’s office at The Crescent Center to the Atrium I building at 6800 Poplar Ave.

7. Legacy Wealth Management Grows Staff, Relocates -

Legacy Wealth Management is starting 2014 with a handful of new faces and a move to a new office soon.

New additions to the ranks at Legacy include Brent Westbrook, who’s joined the firm as managing director of business development and client service. He came to Legacy from Argent Financial Group and will be working to introduce Legacy’s services to individuals, families and business-sponsored retirement plans.

8. Office Occupancy Ends 2013 on High Note -

An unusually strong fourth quarter helped push the overall Memphis office market occupancy rate into positive territory for 2013, according to year-end commercial real estate market reports.

The Memphis market recorded absorption of 225,338 square feet in the fourth quarter – the largest positive absorption the market has experienced during any quarter in more than 10 years – to end the year with positive net absorption of 40,558 square feet, according to CB Richard Ellis Memphis.

9. Legacy Wealth Management Adds Three Staff Members -

Legacy Wealth Management has added a few professionals to its ranks.

Brent Westbrook has joined Legacy as managing director of business development and client service. Westbrook came to Legacy from Argent Financial Group and introduces Legacy’s services to individuals, families and business-sponsored retirement plans.

10. Legacy Wealth Management Adds Three Staff Members -

Legacy Wealth Management has added a few professionals to its ranks.

Brent Westbrook has joined Legacy as managing director of business development and client service. Westbrook came to Legacy from Argent Financial Group and introduces Legacy’s services to individuals, families and business-sponsored retirement plans.

11. The Year That Was -

2013 brought plenty of unique and out-of-the-ordinary moments, as well as the launch of new events, businesses and civic ventures that collectively made the Memphis experience richer.

Much of it was covered in these pages, including in recent days a U.S. Supreme Court justice eliciting chuckles from and sharing his constitutional philosophy with an audience of Memphis lawyers.

12. Leases Push Renaissance Center Near Capacity -

The Renaissance Center office building in East Memphis should be near capacity early next year, following a series of recent lease signings.

Financial Federal signed a lease on Tuesday, Nov. 20, to occupy 27,000 square feet on the first and second floors of the Renaissance Center, 1715 Aaron Brenner Drive. In addition to the new location, the growing financial firm will have signage atop the East Memphis office building along Poplar Avenue east of Interstate 240.

13. Legacy Wealth Management to Relocate Office -

Legacy Wealth Management Inc. is moving to the Renaissance Center.

The financial planning and portfolio management firm will take approximately 7,500 square feet in the building located at 1715 Aaron Brenner Dr., relocating from its current office at Atrium I.

14. Williams Honored by Tennessee Urban Forestry Council -

Laurie Williams, adult education coordinator at Memphis Botanic Garden, was recently awarded the Tennessee Urban Forestry Council’s President’s Award for her contribution to establishing and maintaining viable community forests in Tennessee. Williams was one of seven individuals the urban forestry council honored this year.

15. Williams Joins Del-Nat as Director of Finance -

Ronnie Williams has joined Del-Nat Tire Corp. as director of finance. Williams, who has a 15-year background in finance and accounting, most recently served as director of finance at Health Choice LLC. In his new role, he will be responsible for finance and accounting functions and will direct operations to meet budget and financial goals.

16. Memphis Financial Experts ‘Not Worried’ About Shutdown -

David Waddell, president and CEO of Memphis-based Waddell & Associates, had a two-word response when asked what financial and economic impact there might be from the current dysfunction in the nation’s capital.

17. Henneberger Joins First State Bank Small-Business Lending Division -

Sean Henneberger has joined First State Bank’s small-business lending division as vice president/business development officer in the Memphis market. In his new role, Henneberger will help small businesses pursue loans through the U.S. Small Business Administration and U.S. Department of Agriculture Business and Industry Guaranteed Loan Program.

18. Fed Watchers Search Recent News for Clues -

At the beginning of the week, Oppenheimer chief market technician Carter Worth released an analyst note that turned heads because of its brevity and frankness.

The bulk of it read: “We have no new thoughts. Sell.”

19. Balancing Act -

It’s past time to rethink the old 60/40 notion of investing, say a wide range of Memphis financial professionals, as the ground continues to shift beneath the feet of investors in this low-yield world of investing dominated by unprecedented action from the Federal Reserve.

20. Capital Requirement -

In early April, U.S. Sen. Bob Corker, R-Tenn., joined a handful of other senators in drafting a letter in part about new rules of the road governing bank capital requirements.

That letter was sent to Federal Reserve Gov. Daniel Tarullo, Comptroller of the Currency Thomas Curry and Federal Deposit Insurance Corp. Chairman Martin Gruenberg.

21. Bank of America Closes One Mortgage Lawsuit, Another Lingers -

NEW YORK (AP) — As soon as Bank of America puts one mortgage-related lawsuit behind it, another always seems to rear its head.

The bank announced Wednesday that it would pay $500 million to settle a class-action lawsuit led by pension funds and other investors who say they were misled about mortgage-backed investments they bought from Countrywide, a mortgage lender Bank of America bought in 2008. The bank portrayed the settlement as good news because it resolved the bulk of securities claims related to residential mortgage-backed securities.

22. Masson Named Senior Director at Caissa -

Rick Masson has joined Caissa Public Strategy as senior director. Masson, former chief administrative office for the city of Memphis, was also recently named special master to oversee the city-county schools merger. (For details, see the Monday, March 11, edition of The Daily News.) In his new role at Caissa, Masson will provide consultation and leadership on business development and project management.

23. Debt Drama -

One of the common refrains among money managers and economists in Memphis is that the nation’s political leaders spend too much time wrestling with crises and not enough actually solving problems.

Case in point: in a few weeks, the federal government will have reached the limit of its authorized borrowing capacity, the so-called “debt ceiling.” In truth, that moment already has come, but the U.S. Treasury Department has some procedural room to maneuver to keep things going for a few more weeks.

24. Easy Money -

When the Federal Reserve announced a few weeks ago its newest – i.e., third – round of quantitative easing intended to once again try to juice a sluggish economy, an employee of FTN Financial couldn’t resist a metaphor for the Fed’s open-ended commitment.

25. ‘Positive Message’ -

The most recent figures from the Tennessee Department of Labor and Workforce Development show a falling jobless rate for the Memphis metro area.

New, more current figures will be out later this month that show the area’s latest unemployment picture. But in the meantime, the Memphis area has played host to one job fair after another in recent days, while across the state there have been more than 20 such fairs in the past 15 months.

26. Shelby Co. Mortgages Fall 8 Pct. -

It’s still very much a buyer’s market for prospective homebuyers in Shelby County – there’s just not enough of those buyers.

Banks and mortgage lenders made 6,866 purchase mortgages in Shelby County during 2011. That total for the year was down 8 percent from the 7,491 mortgages during 2010, according to the latest data from real estate information company Chandler Reports, www.chandlerreports.com. (Data for this report included purchase mortgages only, not refinances.)

27. Why Fed Dissident Fisher Opposes Further Action -

NEW YORK (AP) – He's an inflation "hawk" who isn't worried about inflation, a former political candidate appalled by politics, a dissident who views himself as part of the team.

An idiosyncratic figure, Richard Fisher has drawn attention lately as one of three members of the Federal Reserve's policymaking committee who have lined up against Chairman Ben Bernanke's steps to try to stimulate the economy.

28. Q3 Mortgages Rise, Recovery Still Slow -

It’s tempting to look at the third quarter’s local mortgage numbers and regard that thumping sound as the real estate market’s pulse, weak for so long but slowly regaining strength.

29. Williams Joins Ronald McDonald House Charities -

Keaton Williams has joined Ronald McDonald House Charities of Memphis as special events coordinator.

30. Legacy Wealth Management Honored by Industry Mags -

Memphis-based Legacy Wealth Management has scooped up a couple of recent distinctions – being named to Wealth Manager magazine’s 2010 Top Wealth Managers list and winning a prominent ranking according to Financial Advisor magazine.

31. Simmons Helps Shape Oversight of Financial Advisers -

When the finance reform bill became law in July, registered investment advisers throughout the country could thank Memphian Cathy Simmons for a notable absence.

32. Hardware Association Honors ‘Top Gun’ Cole -

Charles Edward Cole, Jr., president of Cole’s Home Solutions, has been honored by the North American Retail Hardware Association with the organization’s Top Gun Award.

33. Commission To Consider Gov’t Appointments -

Shelby County Commissioners will take up a slate of appointments to county and joint city-county boards at today’s full commission meeting.

The meeting will begin at 1:30 p.m. at the County Administration Building, 160 N. Main St. An agenda can be found at www.memphisdailynews.com.

34. Wells Fargo Q1 Results in Line with Forecast -

NEW YORK (AP) - Wells Fargo & Co.'s first-quarter report on Wednesday had few big surprises, as results fell in line with the bank's forecast and easily beat Wall Street's estimates. But like most of its peers, the bank continues to post higher credit costs.

35. Johnson Appointed to Vacant County Board of Education Seat -

Dr. Fred Johnson has been appointed to the Shelby County Board of Education. Johnson also is a Memphis Area Teachers' Credit Union (MATCU) board member. Johnson will fill the vacancy left by Wyatt Bunker, who left the board to serve on the County Commission. Johnson has served as a MATCU board member since 1996.

36. Events -

The Memphis office of the Tennessee Small Business Development Center hosts a session on eBay today from 10 a.m. to 4 p.m. at Renaissance Business Center, 555 Beale St. The seminar will cover selling basics, opening a PayPal account and more. Cost is $50. For information, call Yolanda Handy at 333-5085.

37. Archived Article: Lead - By Andy Meek

Community Service Aids in Recruitment

Employers, workers placing added value in civic service

ANDY MEEK

The Daily News

The Memphis law firm of Burch, Porter & Johnson PLLC, celebrating its 100-year anniversary this ye...

38. Archived Article: Market Briefs - Freds Inc Freds Inc. reported higher sales for the four-week, three-month and nine-month periods ended Nov. 1. Freds sales for October increased 15.6 percent to $36.4 million compared with $31.5 million in the year-earlier period. On a comparable st...