Why the Race Between Mike Causey and Natasha Marcus Matters to You As a financial analyst and writer, I’ve seen firsthand how political races, especially those in regulatory positions like the North Carolina Insurance Commissioner, can have a profound impact on consumers and investors. The choice between Republican Mike Causey and Democrat Natasha Marcus isn’t […]

As Emily Carter, your guide on all things financial, I’m here to shed light on a critical issue: the mandatory arbitration clauses in the investment world. The Public Investors Advocate Bar Association (PIABA) has put the Securities and Exchange Commission (SEC) on notice. Their bold statement? If the SEC doesn’t act on this issue, they

As a financial analyst and writer, I find it disheartening when I uncover instances where trust is broken in the investment world. The case of Reuben Brown, once a respected stockbroker from Southlake, Texas, serves as a harsh reminder of why following Financial Industry Regulatory Authority (FINRA) regulations is not just good practice, but essential

Let’s talk about a tricky situation that many investors are finding themselves in due to questionable advice from their financial advisors. You might have heard the term ‘Conservation Easement’ floating around, particularly paired with words like IRS investigations and penalties. As someone with a background in finance, I want to break this down and get

The financial world has been buzzing lately, and I want to talk about some big news you might have heard: financial advisor Kittiany Barrios stepped down from PFS Investments after some pretty serious accusations came to light. The fine print in her BrokerCheck record file by FINRA shows she’s being examined for possibly hiding her

On a windy autumn day, November 2nd, 2023, President Joe Biden stepped up with a grave message for financial advisors across the nation. With a firm tone, he presented a rule proposed by the Department of Labor, aimed squarely at financial advisors — a rule meant to ensure they work in the best interest of

As a financial analyst and writer, I’ve seen firsthand the delicate nature of the relationship between an investor and their financial advisor. Trust is the critical bond that powers this partnership. That’s why, when stories emerge about financial advisors being accused of wrongdoing, they serve as a harsh wake-up call about the necessity of integrity

As a financial analyst and writer, I’ve been closely watching a storm brewing in the investment world. It exploded with the Nightingale Properties fiasco on the CrowdStreet real estate crowdfunding platform. The debacle led to a staggering loss of $1.5 million for investors aiming to nab the Atlanta Financial Center. Now, their anger is squarely

I’ve closely followed the ripples of distress ensuing from the Nightingale scandal. As a financial analyst and writer, I’m witnessing firsthand how investors, left with nothing after investing in Nightingale Properties via CrowdStreet, are demanding justice. These investors are preparing for a showdown, with the crowdfunding platform that facilitated their failed investments squarely in their