Beginner Guide
Marketing Info
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Marketing Info
What is the secret behind the success of Tong McChlery & Associates?
“I am blessed to have a very diverse team. There is diversity in experience, background, and the way we look…
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Business Ideas
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Business Ideas
Questions and Metrics You Should Use
What is a Workforce Management Solution? A workforce management (WFM) solution often uses technologies that enhance and integrate processes with…
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Latest Posts
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Marketing Info
SEC fines 12 more firms for Form CRS defaults
The Securities and Exchange Commission settled allegations with six investment advisory firms and six broker/dealers alleging that they did not…
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Marketing Info
Opinions differ on how accredited investors access real estate
With options included in REITs, ETFs, private real estate funds, fractional investments and other structures, there is no shortage of…
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Marketing Info
What PTE 2020-22 Means for Consultants
In the same month, Department of Labor Prohibited Transactions 2020-02 (PTE 2020-02) became effective. This regulation increases fiduciary checks placed…
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Marketing Info
A must read for the CRE industry on February 8th. 16, 2022
According to a report by The Wall Street Journal, cities in the South and Southwest of America are receiving the…
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Marketing Info
Judge Finds California Consultant Liable for $2.2 Million Theft
A California federal court judge ruled that the Carlsbad, California-based investment advisor was liable for defrauding multiple clients of more…
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Marketing Info
Value Stocks Like High Inflation
I wrote the following in April of 2020, early in the pandemic: It seems bizarre to worry about inflation during…
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