I spent nearly two decades on Wall Street defending brokerage firms. Now I represent investors. The case I am reading today makes me furious. A FINRA arbitration panel in Florida last week ordered a Morgan
Morgan Stanley Branch Ordered to Pay $5.8M in Elder Financial Abuse Case Read More »
I spent 18 years defending brokerage firms against investor claims. What I saw still keeps me awake at night. The SEC announced civil fraud charges last week against a Nashville-based investment advisor accused of stealing
SEC Charges Advisor With $8M Ponzi Scheme Targeting Retirees in Tennessee Read More »
Healthcare REITs have gained momentum in recent trading sessions as investors recognize sustained demand for medical office properties. The sector, which faced pandemic-related headwinds, now shows signs of fundamental improvement supported by demographic trends. Medical
Healthcare REIT Stocks Show Strength As Medical Office Demand Rises Read More »
Major energy companies announced dividend increases this week, rewarding income investors who maintained positions through commodity price volatility. Chevron and ExxonMobil both raised quarterly payouts, continuing a sector-wide trend of returning cash to shareholders. Chevron
Energy Sector Dividends Rise As Chevron, Exxon Boost Q2 Payouts Read More »
Apple shares climbed 8% in extended trading Thursday after the company reported fiscal second-quarter results that topped analyst expectations on both revenue and earnings. The stock closed at $198.45, reaching its highest level since January.
Apple Stock Rises 8% Post-Earnings As Services Revenue Hits Record $26.8B Read More »
Prologis raised its full-year 2026 guidance following stronger-than-expected first-quarter results, signaling continued strength in the industrial real estate sector. The world’s largest logistics real estate company now expects core funds from operations between $5.85 and
Prologis Raises 2026 Guidance as Industrial REIT Demand Outpaces Supply Read More »
We spent years defending brokerage firms against investor claims. We saw the training materials, the sales contests, the pressure to push complex products. Nontraded REITs were always at the top of that list. The firms
REIT Unsuitable Sales Cost Retirees $34M, FINRA Arbitration Awards Show Read More »
Broker churning represents one of the most destructive forms of securities fraud targeting retirees. We have witnessed countless cases where advisors prioritized commissions over client welfare, leaving elderly investors with devastated portfolios while collecting substantial
Edward Jones Broker Suspended 18 Months for Churning That Drained Retirement Accounts Read More »
When we started on Wall Street decades ago, churning was considered one of the worst offenses a broker could commit. We watched firms dismiss advisors who engaged in this practice without hesitation. Today, the violations
Merrill Lynch Faces $12M FINRA Fine For Elder Investor Churning Scheme Read More »
JPMorgan Chase crushed first-quarter expectations. The largest U.S. bank earned $4.81 per share on $41.5 billion in revenue. Analysts had projected $4.65. Investment banking revenue soared 18% to $2.4 billion. Robust debt underwriting and advisory
JPMorgan Beats Q1 Estimates as Investment Banking Revenue Jumps 18% Read More »
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