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Principal Protected Notes Don’t Always Protect Principal

June 3, 2011
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Principal-protected notes don’t always protect principal, regulators warnAnother example of “if it sounds too good to be true it probably is”. In this volatile market environment the path of least resistance for many financial products salespeople are things that offer some sort of principal protection. These […]

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Finra Sues David Lerner Firm

June 1, 2011
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Finra Sues David Lerner FirmI have often had people ask me to look into these REITs and I have often had trouble figuring out how they were structured, this lawsuit could explain why. Lerner proclaims their innocence so we will see who is right here but this is […]

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Finra Sues David Lerner Firm

June 1, 2011
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0 Comments
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Finra Sues David Lerner FirmI have often had people ask me to look into these REITs and I have often had trouble figuring out how they were structured, this lawsuit could explain why. Lerner proclaims their innocence so we will see who is right here but this is […]

Read more →

IRS Scrutinizes Gifts of Real Estate

May 26, 2011
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IRS Scrutinizes Gifts of Real EstateThe IRS is cracking down on gifts of real estate to family members. We often see situations where mom and dad put the kids on the deed, or outright give them real estate without realizing that this is a gift (or they realize […]

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