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BREIT Investor Recovery: Insights from Bakhtiari & Harrison

A recent opinion piece in Investment News raises questions about the valuation practices of Blackstone Real Estate Income Trust Inc. (BREIT). Nontraded REITs often rely on internally determined valuations, leading to opacity and potential discrepancies in value. Despite concerns about the broader commercial real estate market, BREIT’s net asset value (NAV) has remained high, raising […]

Understanding the Role of the U.S. Securities and Exchange Commission (SEC)

The U.S. Securities and Exchange Commission (SEC) is a cornerstone of the American financial system, tasked with a critical three-part mission: Protect Investors Maintain Fair, Orderly, and Efficient Markets Facilitate Capital Formation The Genesis of the SEC The SEC was born out of necessity during one of the darkest periods in American economic history. When […]

Navigating the Social Media Minefield: Concerns for Registered Representatives

In today’s digital age, the use of social media and instant messaging apps like WhatsApp has become ubiquitous. Registered representatives, who are responsible for managing client investments and maintaining compliance with financial regulations, face unique challenges when it comes to using these platforms to communicate with customers. While these tools can enhance client engagement and […]

Protecting Seniors from Financial Abuse

Why Seniors are Prime Targets for Investment Scams Seniors are among the biggest targets for investment scams. Fraudsters prey on them because they often have financial means and may have diminished capacity. This combination makes them vulnerable to deceptive schemes. Financial Advisors Can Play A Vital Role in Protecting Seniors from Financial Ruin As a […]

Navigating the Risks: When Your Financial Advisor Recommends Speculative Investments Like Penny Stocks

Introduction Investing in penny stocks can be alluring, especially with promises of significant returns. However, these investments come with high risks. When a financial advisor recommends venturing into such speculative investments, it’s crucial to proceed with caution. This blog post explores the critical steps you should take to safeguard your financial portfolio when faced with […]