Fraud Watch: Beware of Senior Financial Scams

A recent report shows that senior citizens have become one of the largest demographic groups target by financial scams and investment fraud. In the past, we’ve offered tips for preventing elder financial abuse, but it seems that the problem is much more aggressive than just making sure that you take steps to protect your investments. … Continue reading Fraud Watch: Beware of Senior Financial Scams »

Smart Investing Tips: Cryptocurrency Investing

You’ve probably heard of the popular cryptocurrency investing platform Bitcoin, but what about Ethereum? Or Litecoin? Or Dash? What about platforms like Ripple or Zcash?     A New Frontier Cryptocurrency investing has risen from an underground, financial trading outpost for techies to a full-blown investing phenomenon. Cryptocurrency has emerged as an innovative and major … Continue reading Smart Investing Tips: Cryptocurrency Investing »

What to Know About Shortened Securities Transaction Settlement Cycles

Last week, the Securities and Exchange Commission (SEC) amended standing rules regarding broker-dealer securities transaction settlement cycles. The new rules shorten the amount of time between when an investment transaction is placed and when it is actually processed. Previously, the transaction settlement cycle was set as “T+3”. This refers to the time, in days, that … Continue reading What to Know About Shortened Securities Transaction Settlement Cycles »

Morgan Stanley Ethical Conduct in Question

Bad Week for Big Banks Some of the nation’s top banks are facing another bad week, legally and financially as they are subjected to increased scrutiny and demand for reparations from federal regulators. Wells Fargo faces a continued inquest into the extent of its accounts fraud scandal as regional and municipal governments, including Hillsborough County, … Continue reading Morgan Stanley Ethical Conduct in Question »