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28 Jan 2010, 5:17 pm
A Milwaukee judge ruled today that claims filed by trusts set up to provide retirement funds for teachers at five Wisconsin school districts can go forward against the banks that district officials say misled them to invest millions of dollars into risky investments using mostly borrowed money. [read post]
9 Feb 2024, 12:40 pm by Greco & Greco, P.C.
Under the guise of his fund, “Horizon Private Equity,” Woods promised lucrative returns of six to seven percent to potential investors, claiming minimal risk and a diverse portfolio. [read post]
1 Feb 2022, 8:44 am by The White Law Group
 They typically have high commissions, and lack liquidity–similar to real estate investment trusts (REITs). [read post]
21 Jan 2016, 8:03 am by D. Daxton White
A unit investment trust (UIT) is an exchange-traded mutual fund offering a fixed (unmanaged) portfolio of securities having a definite life. [read post]
19 Jan 2010, 1:08 pm by Bill Stalter
Martin offers 5 tips that are equally applicable to preneed trusts and endowment care trusts: Know your investment guidelines (and statutory limitations) Communicate with the investment manager on a regular basis Use a professional fund manager Include growth in the asset allocation Explore the availability of a master trust [read post]
10 Oct 2007, 7:17 am
  In today's world, pooling trust-fund investments via mutual funds and other similar financial products needed to build an adequately diversified investment portfolio is a must. [read post]
16 Aug 2016, 7:51 pm by Kenneth Vercammen Esq. Edison
A trust would only be created if there is a definite beneficiary for the trust, or the trust is a charitable trust, a trust for the care of an animal, or a trust for a noncharitable purpose. [read post]
18 Feb 2016, 6:57 pm by Kenneth Vercammen Esq. Edison
A trust would only be created if there is a definite beneficiary for the trust, or the trust is a charitable trust, a trust for the care of an animal, or a trust for a noncharitable purpose. [read post]
26 Oct 2017, 6:32 am by Renae Lloyd
Compared to traditional investments, such as stocks, bonds and mutual funds, non-traded REITs are more complex. [read post]
11 Jun 2024, 1:36 pm by admin
They operate much the same way as non-traded REITs (Real Estate Investment Trusts), with high commissions, and a lack of liquidity. [read post]
14 Sep 2018, 9:10 am by skelly
  The issue paper updates the definition of common stock in scope of SSAP 30 and includes SEC registered closed-end funds and unit investment trusts. [read post]
10 Feb 2012, 12:04 pm by Keith Griffin
First it was non-traded real estate investment trusts (REITs) that financially burned investors over the past year. [read post]
25 Oct 2018, 9:49 am by Silver Law Group
Real estate investment trust, Parking REIT, which owns parking lots unveiled a $100 million initial public offering Tuesday as the company looks to pay off debts and expand an existing network of parking facilities across the U.S. [read post]
14 Aug 2023, 11:36 am by Silver Law Group
He told his investors that their funds would be invested in the securities market. [read post]
3 Mar 2013, 2:10 pm by Bill Stalter
Instead, the RFP narrowed the fund manager’s diligence to an old investment strategy with a history of mixed results and challenges. [read post]