We spent years defending brokerage firms on Wall Street. We know every tactic used to separate retirees from their savings. The First Liberty Building & Loan case is another depressing example of what happens when […]
First Liberty Building & Loan defrauded 300 investors of $140 million Read More »
The Morningstar US Real Estate Index has gained just 4.91% year-to-date through early May 2026, dramatically trailing the broader market’s 16.97% return. This underperformance has pushed several quality REITs to significant discounts to fair value.
Three undervalued REITs offering 4-5% yields as rate pause creates buying opportunities Read More »
Berkshire Hathaway ended the first quarter of 2026 with a record $397.4 billion in cash and cash equivalents. That figure, disclosed in the company’s Q1 earnings report on May 3, 2026, marks a $24.4 billion
We have spent decades on Wall Street. We have watched firms rise and fall. We have seen boiler rooms, Ponzi schemes, and affinity frauds strip honest retirees of their life savings. The Paramount Management Group
Eli Lilly (NYSE: LLY) reported Q1 2026 earnings that beat analyst estimates and raised its full-year guidance, sending the stock up 3.07% on April 30. Revenue is now projected between $82 billion and $85 billion.
Eli Lilly (LLY) raises 2026 guidance after Q1 beat: what income investors should know Read More »
The S&P 500 closed at a new record high on May 6, 2026, gaining 0.81% on the day and extending a rally that has produced a 12% gain in just 13 trading days. The Dow
S&P 500 hits record highs: why defensive sectors still matter for income investors Read More »
U.S.-listed ETFs attracted $673 billion in inflows through the first four months of 2026, putting the market on pace for nearly $2 trillion in annual flows. April alone saw $174 billion, making it the second-best
FINRA has permanently barred broker Keith Craig Baron (CRD #3231494) after finding he promoted a $359,000 oil and gas investment with false guaranteed-return promises while pocketing nearly $285,000 in undisclosed compensation. The April 2026 enforcement
A marked sector rotation away from mega-cap technology is reshaping portfolios in 2026. The Energy Select Sector SPDR Fund (XLE) has surged 33.84% year-to-date, while traditional defensive sectors like healthcare and financials have declined. For
FINRA has suspended broker Justin Ray Deiter (CRD #5225102) after finding he engaged in excessive trading and churning in an elderly client’s account, generating heavy commissions while the client suffered significant losses. The disciplinary action,
FINRA Suspends Justin Ray Deiter for Churning Elderly Client Account at CRD 5225102 Read More »
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