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  • ‘He has totally ghosted me.’ I asked my adviser to invest K in something safe with a decent return. Now my calls go unanswered for months. What should I do?
    Financial Advisor

    ‘He has totally ghosted me.’ I asked my adviser to invest $20K in something safe with a decent return. Now my calls go unanswered for months. What should I do?

    April 8, 2023 /

    Phone calls to my financial advisor go unanswered for months (almost a calendar year now). He has thoroughly ghosted me. What are my choices? Getty Pictures Query: In 2014 I experienced some spare funds to make investments ($20,000) and wished to make investments in some thing protected but with a respectable return. My fiscal adviser recommended I make investments in a serious estate investment have confidence in (REIT). He indicated that it would most possible keep on being illiquid for a period of time of four a long time, and then I would do seriously very well. He also bought me on it by claiming that he invests in the…

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    Reynaldo Jackson Comments Off on ‘He has totally ghosted me.’ I asked my adviser to invest $20K in something safe with a decent return. Now my calls go unanswered for months. What should I do?

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    My friend has a trust administered by his family’s long-time financial adviser, but he is ‘questioning his financial adviser’s motives.’ What his move? 

    My friend has a trust administered by his family’s long-time financial adviser, but he is ‘questioning his financial adviser’s motives.’ What his move? 

    August 9, 2023
    Wendy Williams’ financial advisor claims she’s a ‘prisoner in her own home’

    Wendy Williams’ financial advisor claims she’s a ‘prisoner in her own home’

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    4 Mistakes I See People Make on Their Taxes As a Financial Planner

    4 Mistakes I See People Make on Their Taxes As a Financial Planner

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  • Financial Advisor Sentenced To 42 Months In Prison On Fraud And False Statement Charges | USAO-SDNY
    Financial Advisor

    Financial Advisor Sentenced To 42 Months In Prison On Fraud And False Statement Charges | USAO-SDNY

    February 19, 2023 /

    Damian Williams, the United States Attorney for the Southern District of New York, announced that ADAM BELARDINO, the previous chief govt officer of the Maddox Group, was sentenced in White Plains federal court to 42 months in prison for fraud in connection with separate techniques to defraud shoppers and to fail to spend over contributions made by Maddox Team employees to the Maddox Team 401(k) system.  BELARDINO had beforehand pled guilty to two counts of wire fraud and 1 depend of creating a bogus statement to a govt agency.  He was sentenced today by U.S. District Decide Kenneth M. Karas. In accordance to the allegations in the Superseding Information and…

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    Reynaldo Jackson Comments Off on Financial Advisor Sentenced To 42 Months In Prison On Fraud And False Statement Charges | USAO-SDNY

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