We're Sorry...

The page you have attempted to access cannot be found.

Please check the URL and try again at a later time.

Return Home »

TESTIMONIALS

Previous
Next

This was the best of all possible outcomes and I cannot thank you and the team enough.

Michael S.

LATEST NEWS AND ARTICLES

July 3, 2024
Nontraded REIT Sales Slump Amid Market Uncertainty

InvestmentNews recently covered the sluggish start to nontraded real estate investment trust (REIT) sales in the current year, observing that the slump reflects the challenges facing commercial real estate investors, hinting at potential devaluation in certain REITs, especially net asset value (NAV) products.

July 2, 2024
Brokerage Firm Settles FINRA Allegations for Texting Lapses and Due Diligence Deficiencies

A recent settlement between a Florida-based brokerage firm and the Financial Industry Regulatory Authority (FINRA) has drawn attention to the importance of retaining
business-related text messages and conducting due diligence on private placement offerings.

July 1, 2024
Financial Advisor Awarded $376,000 in Partnership Dispute

Financial advisors often partner with other financial advisors, but how they document the arrangement is critically important.