Nontraded REITs in 2026: What Every Income Investor Needs to Know About Liquidity, Fees, and Recovery Rights
A comprehensive guide to nontraded REIT risks, liquidity traps, fee structures, and legal recovery options for investors in 2026.
FINRA Bars Former Wells Fargo Broker Marcus Delgado for Excessive Trading in Retirement Accounts
FINRA permanently barred Marcus Delgado for unauthorized trading across 18 retirement accounts at Wells Fargo, causing $3.8M in client losses while generating $487K in commissions.
Bank of America Q1 Earnings Beat: $1.11 EPS on $30.3B Revenue as Net Interest Income Rises 9%
Bank of America beat Q1 2026 estimates with $1.11 EPS and $30.3B revenue, driven by 21% surge in investment banking fees and 9% growth in net interest income.
Office REITs Face Headwinds as JPMorgan Conference Signals Sector Stress
Office REITs traded broadly lower on April 24 after presentations at JPMorgan’s annual real estate conference highlighted persistent challenges across the sector. Executives from Vornado Realty Trust, Boston Properties, and SL Green Realty acknowledg…
Office REITs Face Headwinds as JPMorgan Conference Signals Sector Stress Read More »
Former Wells Fargo Broker Barred for Excessive Trading in Retirement Accounts
FINRA permanently barred a former Wells Fargo broker for churning elderly clients’ retirement accounts, causing $890,000 in losses while generating $312,000 in commissions.
Former Wells Fargo Broker Barred for Excessive Trading in Retirement Accounts Read More »
Treasury Yields Drop Below 4.2%: What It Means for Bond and Dividend Investors
The 10-year Treasury yield fell below 4.2 percent on April 24 for the first time since January. The drop reflects softening economic data, moderating inflation prints, and growing expectations that the Federal Reserve will hold rates steady through t…
Treasury Yields Drop Below 4.2%: What It Means for Bond and Dividend Investors Read More »
FINRA Arbitrators Award $4.2M to Investors in Nontraded REIT Loss Case
A FINRA arbitration panel ordered a former broker and his firm to pay $4.2 million after selling unsuitable nontraded REIT shares to elderly investors.
FINRA Arbitrators Award $4.2M to Investors in Nontraded REIT Loss Case Read More »
Chevron Raises Dividend 7% as Energy Majors Return Cash to Shareholders
Chevron raised its quarterly dividend by 7 percent to $1.78 per share, marking the energy giant’s 38th consecutive year of payout growth. The announcement, made at the company’s annual meeting on April 24, reflects continued confidence in cash-flow g…
Chevron Raises Dividend 7% as Energy Majors Return Cash to Shareholders Read More »
Treasury Yield Curve Steepens: What Retirees Must Know About the 2026 Bond Market
The Treasury yield curve has steepened to a 45-basis-point spread between 2-year and 10-year rates, signaling important shifts for retirement portfolios as the Federal Reserve prepares for further rate cuts in 2026. Where yields stand
Treasury Yield Curve Steepens: What Retirees Must Know About the 2026 Bond Market Read More »
SEC Charges Former Advisor With $2.3M Ponzi Scheme Targeting Church Congregation
The Securities and Exchange Commission charged a former registered investment advisor with running a $2.3 million Ponzi scheme that preyed on members of his own church congregation. The advisor allegedly solicited more than 40 investors by describing…
SEC Charges Former Advisor With $2.3M Ponzi Scheme Targeting Church Congregation Read More »
