Finance News

Wealth Management EDGE Podcast: The 2023 Midyear Bond Market Outlook With S&P’s Nicholas Godec

Where will markets go from here and how should advisors be thinking about the increasing number of opportunities in fixed income?

logo.png  By NB  Jul 15, 2023

How Assumable Real Estate Debt Can Present Opportunities in Today’s Market

While the loan assumption process is not for the faint of heart, the effort and cost it takes to complete can quite possibly result in underlying financing that is far more favorable than where debt markets have gone today.

logo.png  By NB  Jul 15, 2023

FINRA Charges Former Rep for Toxic Private Placements, Falsifying Client Info

When working for Coastal Equities, Luke Johnson pushed clients to invest in illiquid alts, including a number of GPB Holdings private placements.

logo.png  By NB  Jul 15, 2023

15 Must Reads for Real Estate Investors to End the Week (July 14, 2023)

Banks are granting mortgage borrowers extensions and modifications and offering investors perks to purchase defaulted loans, among other measures, to limit distress in the commercial property market, reported U.S. News & World Report. Sequoia Capital’

logo.png  By NB  Jul 15, 2023