David Lerner Associates Inc., a financial firm, is being investigated by FINRA, a big organization that ensures financial companies follow the rules. The CEO, Martin Walcoe, is in hot water for selling special energy funds, Energy 11 L.P. and Energy 12 L.P., in ways that may not have been fair or right. Before this, Daniel […]
David Lerner FINRA Investigation: Latest Updates And Disciplinary Actions Read More »
Annuities can provide steady, guaranteed income even in retirement, but they’re complex. Myths and misconceptions about them make it hard to decide if they’re right for you. As former investment firm defense lawyers with over 50 years of securities law experience, we at Haselkorn & Thibaut, P.A. have seen firsthand how annuity contracts with brokers
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Investing in index annuities can be a smart way to secure your financial future, but it’s not always smooth sailing. Many investors face challenges like misrepresentation of products, unsuitable investment advice, hidden fees, and even fraud. In fact, Allianz Life Insurance Company had to settle a lawsuit in 2007 for allegedly selling deferred annuities to
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In a recent development that has sent shockwaves through the real estate investment community, Starwood Real Estate Income Trust (SREIT), managed by Barry Sternlicht’s Starwood Capital Group, has withdrawn approximately $1.3 billion from its $1.55 billion credit facility. This move comes as the non-traded REIT faces significant redemption requests from investors, raising concerns about the
Remote work, defined as the practice of employees working outside of a traditional office environment in real time, has become increasingly prevalent… GWG Holdings Inc. (GWGH) is a financial services company listed on the Nasdaq Capital Market. It trades under the ticker symbol “GWGH” and invests in life insurance assets in the secondary market. As
Gwgh Stock Price: Nasdaq and Sec Filing Updates on GWG Holdings Inc Read More »