Rich Mullen, a prominent figure in the wealth management industry, serves as a managing partner at Pallas Capital Advisors, a firm based in Braintree, Massachusetts. Established by Mullen, along with his partners Charles Evangelakos and Greg Boyle, Pallas has grown to manage $3.2 billion in custodied assets and employs a…

Brian Gorczynski is a prominent figure in the financial advisory space, currently affiliated with Transcend Capital Advisors, based in Madison, NJ. The firm has attained a significant standing in the industry, managing $2.9 billion in assets. Gorczynski’s academic background includes a finance degree from Boston College and an MBA from…

Investing is often characterized by the principle of diversification, a notion that forms the foundation of many investors’ strategies. However, a significant drawback to conventional approaches—like allocating funds solely to standard stocks, bonds, or exchange-traded funds (ETFs)—is the potential neglect of high-yielding opportunities that could enhance income generation. For instance,…

Phoenix Capital Group, a Denver-based brokerage firm, has leveraged the JOBS Act to raise an astonishing $700 million in unsecured private placement bonds with returns reaching as high as 13%. Led by Matt Willer, the head of Capital Markets, the firm actively promotes these investment opportunities through daily webinars that…

The impending implementation of two significant sustainability reporting regulations—the Corporate Sustainability Reporting Directive (CSRD) and the EU Deforestation Regulation (EUDR)—faces mounting challenges as their effective date approaches on January 1, 2025. Originally heralded as a landmark moment for corporate responsibility in environmental matters, these regulations are now threatened by delayed…

On October 9, 2024, Mastercard will trade ex-dividend for its declared quarterly dividend of $0.66, which is scheduled for payment on November 8, 2024. This dividend is relatively modest when considered against the backdrop of Mastercard’s recent stock price, which sits at approximately $497.70. As such, the dividend represents about…

On September 18, 2024, Federal Reserve Chairman Jerome Powell announced a significant decision during a press conference following the Federal Open Market Committee (FOMC) meeting, indicating a reduction of the central bank’s benchmark interest rate by 50 basis points, establishing a new range of 4.75%-5%. This move marked a pivotal…

As the holiday shopping season approaches, retail sales forecasts for the fourth quarter reflect a cautious consumer landscape, with many shoppers intending to cut back or maintain their spending compared to the previous year. Despite a slight uptick in consumer sentiment, the general mood appears tempered, as a significant number…

In the world of investing, the principle of buying good stocks on bad news has garnered attention from seasoned money managers, including John Neff, who famously noted that he could only purchase stocks during adverse market conditions due to the size of his fund. Neff’s commentary highlights an important investment…

Target Corporation has been recognized as a Top Socially Responsible Dividend Stock by Dividend Channel, which highlights its strong performance in critical areas like dividend sustainability and social responsibility. Specifically, Target boasts an attractive dividend yield of 2.9%, which is considered above-average in the market. The recognition indicates that Target…

In recent market discussions, companies demonstrating significant dividend increases—ranging from 25% to over 120%—have gained considerable attention. Such substantial hikes not only reward existing shareholders but also attract new investors, often leading to remarkable rises in share prices. Companies like Graco (GGG), known for its fluid-handling systems serving diverse sectors…