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Wall Street’s Sub-Prime Meltdown Is A Wake-Up Call For Main Street Investors

The recent sell-off in global equity markets, the Federal Reserve’s rate cuts, Washington’s emergency stimulus  plan, and same-day 500+ point swings on Wall Street, have many investors asking, “Why...

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Protect Yourself Against Investment Fraud

Worldwide, there has been a significant switch in retirement planning from “defined benefit plans” (where the company is in charge of investing and providing for retirement funds) to “defined...

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My Company Is A Success–What More Can They Want? Fiduciary Duties And...

It is estimated that more than 90% of all U.S. businesses are some form of closely held corporation, limited liability company (LLC) or partnership. While equity in a corporation is held by...

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How To Protect Yourself Against Investment Fraud

Local investors have accused Cincinnati based money manager Glen Galemmo of running an elaborate Ponzi that could see investment losses of hundreds of millions of dollars. Because Ponzi schemes are not...

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Financial Advisers Back In Court and Customers Get Caught In The Middle

Late last year, Morgan Stanley and UBS withdrew from the Protocol for Broker Recruiting, followed closely by Citigroup in January. Morgan Stanley and UBS together account for almost half of the...

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