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Morningstar to Introduce New Forward Looking Ratings

June 13, 2011
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Morningstar to Introduce New Forward Looking RatingsI have never been a big fan of the star rating system as on one hand they tell you past performance doesn’t predict future results and then on the other hand they ask you to pick funds based on a rating […]

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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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Principal Protected Notes Don’t Always Protect Principal

June 3, 2011
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0 Comments
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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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