Non-traded real estate investment trusts promise stable income and portfolio diversification. Many brokers present them as safe alternatives to bonds or dividend stocks. The reality is more complex. Non-traded REITs carry substantial liquidity risks, high
Non-Traded REIT Liquidity Risks: What Brokers Hide From Income Investors Read More »
Companies spend $2.3 trillion annually on transformation initiatives that mostly fail. The pattern is familiar: big launches, shifting priorities, and projects that quietly disappear without finishing. The result is a treadmill where organizations keep running
The 2.3 Trillion Transformation Treadmill: Why Companies Keep Running and Going Nowhere Read More »
Broker churning is one of the most damaging forms of securities misconduct targeting retirees and conservative investors. It occurs when a financial advisor places excessive trades in a client account to generate commissions rather than
How Broker Churning Destroys Retirement Portfolios Through Excessive Trading Read More »
Southern Company has maintained its quarterly dividend through the first half of 2026, providing a reliable income stream for conservative investors even as interest rate volatility and regulatory uncertainty roil other utility names. The Atlanta-based
The SEC settled fraud charges against investment adviser Adit Ventures on August 10, 2026, alleging the firm misrepresented the value of pre-IPO shares in SpaceX and Klarna that it sold to retail investors. The settlement
Marathon Petroleum Corporation reached a new 52-week high on August 11, 2026, following a bullish analyst upgrade that highlighted strengthening refining margins and the company’s disciplined capital return program. The stock has outperformed the broader
The data that got my attention Gallup’s 2026 State of the Global Workplace report landed with a finding that should stop every executive cold: not a single region on earth increased employee engagement in 2025.
No Region on Earth Improved Employee Engagement in 2025: The $10 Trillion Silence Read More »
Telus Corporation slashed its quarterly dividend on August 11, 2026, sending shockwaves through the Canadian telecom sector and forcing income investors to reassess their exposure to traditional dividend-paying carriers. The NYSE-listed shares fell sharply on
The SEC and CFTC filed parallel civil complaints against Goliath Ventures Inc. and its founder Christopher Delgado on August 11, 2026, alleging a $397 million cryptocurrency Ponzi scheme that defrauded retail investors across multiple states.
SEC and CFTC Sue Goliath Ventures Over $397 Million Crypto Ponzi Scheme Read More »
International Business Machines raised its quarterly dividend in 2026, extending a 29-year streak of consecutive increases. The Armonk-based technology company continues to transform its business model around hybrid cloud infrastructure and enterprise artificial intelligence, offering
IBM Raises Dividend as IBM Stock Benefits From Hybrid Cloud and AI Growth Read More »
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