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It Pays to Pay Attention to Your Brokerage Account Statements

04.22.2020

FINRA, the financial industry regulatory authority, often reminds investors to review their brokerage account statements and trade confirmations—with good reason. Not only do these documents help you stay on top of your investment holdings, but they also provide valuable information that can alert you to errors, or even misconduct by […]

Senate Passes “Phase 3.5” Coronavirus Relief Package

04.22.2020

As predicted, the Senate has officially passed the latest Coronavirus relief package. The Paycheck Protection Program and Health Care Enhancement Act, colloquially referred to as “Phase 3.5” or “CARES Act II,” will contribute just under half a trillion dollars for critical economic and public health initiatives. The $484 billion legislation […]

Obtaining a Bank Loan; Step-by-Step

04.21.2020

With COVID-19 stay-at-home executive orders causing issues with employment and payment of assessments in some communities and with hurricane season quickly approaching, many associations may want to have a line of credit in place. This ensures they have the funds necessary to make emergency repairs if their area is hit […]