Day: June 28, 2013

FiduciaryALERT™ 2011

Before 2008 a real, real estate market did not exist.  Americans are not dumb, but due to misleading information about the real estate market they made predictably bad mortgage decisions. Banks and only banks control/led leverage in two ways.  The first took place during loan origination, requiring a down payment or no down payment; 20% […]

Fiduciary Liability Exposure Attorneys, CPA’s, Business Managers, Advisers

Fiduciary Liability Exposure Checklist Pitfalls for Attorneys, Business Managers and CPAs Providing investment advice to clients whether or not you receive compensation Drawing the line between investment advice and legal, financial or tax advice Serving as trustee to accomodate a client who doesn’t want heirs to know or be involved Recommending any investment, stockbroker, financial […]