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Monthly Archives: September 2017

Real Estate Investment Trusts (REITS): What You Need to Know

By Gregory Tendrich, P.A. |

Recently, the SEC Office of Investor Education and Advocacy released a bulletin to help investors better understand publicly traded Real Estate Investment Trusts (REITs). REITs are an increasingly popular investment, especially in Florida. While REITs do offer considerable benefits for some investors, these complex financial products are certainly not appropriate for everyone. In this… Read More »

What to Do If You Were a Victim of Excessive Trading (Churning)?

By Gregory Tendrich, P.A. |

Recently, the SEC Office of Investor Education and Advocacy released an official alert warning investors to be on the lookout for broker excessive trading. Excessive trading, also known as churning, occurs when a broker or broker-dealer make unnecessary transactions on an investor’s account, solely for the purpose of generating increased commissions and fees for… Read More »

Investor Bulletin: Publicly Traded REITs

By Gregory Tendrich, P.A. |

The SEC’s Office of Investor Education and Advocacy is issuing this bulletin to educate investors about investing in publicly traded REITs.      What are REITs? A REIT, or real estate investment trust, is a company that owns – and typically operates – income-producing real estate or real estate-related assets.  The income-producing real estate assets owned… Read More »

Investor Alert: Excessive Trading at Investors’ Expense

By Gregory Tendrich, P.A. |

The SEC’s Office of Investor Education and Advocacy (OIEA) and Broker-Dealer Task Force are jointly issuing this Investor Alert to help investors identify excessive trading in their brokerage accounts and to educate investors about steps they should take if their brokerage firm notifies them of a high volume of trade activity in their accounts…. Read More »

Gregory Tendrich, PA
Gregory Tendrich, P.A. serves clients throughout Florida, including the cities of West Palm Beach, Palm Beach, Delray Beach, Boynton Beach, Boca Raton, Port St. Lucie, Lake Worth, Wellington, Riviera Beach, Palm Beach Gardens, Fort Pierce, Vero Beach, Hobe Sound, Jupiter Island, North Palm Beach, Lake Park, Lantana, Stuart, Palm City, Jensen Beach, Tequesta and Juno Beach and represents clients in Palm Beach County, Martin County, St. Lucie County, Indian River County and throughout Florida.

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