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After more than two decades in this industry, I can tell you that arrogance is one of the clearest warning signs that someone is about to cost you money. If your advisor spends more time talking about how brilliant they are than about your actual financial goals, you need to walk out the door.
Affinity fraud is one of the oldest tricks in the book, and now it has a new target: conservative investors who trust people that look, talk, and think like them. The First Liberty case out of Georgia is a textbook example of how political identity gets weaponized to separate good people from their money.
The discount brokerage industry spent decades convincing everyday Americans they could trade their way to wealth. I’m here to tell you that is one of the most destructive financial lies ever sold to the public.
The SEC is cracking down on fake IPO promises, and I have seen this game played since the early 1990s. Here is exactly how the bait-and-switch works and why most investors end up holding the bag.
Private equity has quietly taken over more than 3,600 companies across America, and the playbook they use is not capitalism. It is financial engineering designed to extract wealth from businesses, employees, and customers while leaving debt-laden shells behind.
Facebook just settled for over 16 billion dollars, and the media is acting like justice was served. I’ve been watching this slow-motion disaster since 2006, and I’m here to tell you this settlement changes nothing.
When someone turns a few million dollars into $3 billion in 18 months, you have to ask how. I’ve been in this business a long time, and I’ve never seen anything like it.
After 30 years in this business, I’ve seen the same scams recycled over and over again. A college friend of mine just got taken, and it’s a reminder that intelligence alone won’t protect you.