Personal Finance Advice and Commentary

Wednesday, April 06, 2016 9:29 am
By Stephen Pounds ·

Four investment advisers used the time-tested free dinner investment seminars at a Tampa restaurant to scam $3.9 million from more than a dozen investors, many of them retirees.

Friday, February 12, 2016 1:17 pm
By Dr. Don Taylor ·

the U.S. House of Representatives voted overwhelmingly (347-8) in early February to approve changing the definition of who is an accredited investor. An accredited investor is qualified to buy exempt securities — securities not registered with the Securities and Exchange Commission.

Tuesday, December 15, 2015 5:07 pm
By Dr. Don Taylor ·

A lot of yield hungry investors have bought into owning high-yield debt, but the high yield comes from the high credit risk faced by these investors.

Wednesday, August 05, 2015 4:28 pm
By Sheyna Steiner ·

The SEC has voted to approve a rule from the 2010 Dodd-Frank financial reform law that will require publicly traded companies to publish the ratio between CEO pay and the earnings of the average employee.

Monday, June 08, 2015 2:22 pm
By Dr. Don Taylor ·

Make it easy for those you trust to access a listing of your insurance policies, investment accounts, pension and Social Security benefits.

Tuesday, June 02, 2015 5:21 pm
By Sheyna Steiner ·

Elizabeth Warren, Democratic senator from Massachusetts, is disappointed in Mary Jo White. She zinged the chairman of the SEC in a letter on Tuesday.

Wednesday, September 24, 2014 4:19 pm
By Sheyna Steiner ·

As the year winds down, consumers should tune into the debate over the fiduciary standard. The SEC may decide to move forward with the rule — or drop it.

Wednesday, September 03, 2014 1:30 pm
By Sheyna Steiner ·

After the rules go into effect in 2016, it will be possible for investors to lose money in money market funds -– mainly institutional investors.

Monday, August 11, 2014 5:30 pm
By Allison Ross ·

Add the CFPB to the list of agencies warning consumers about the perils of cryptocurrencies.

Thursday, July 24, 2014 10:24 am
By Sheyna Steiner ·

The newest money market fund rules from the SEC could impose fees on investors and limit redemptions during times of stress.

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