Citywire RIA

“I think there is a lot of misperception; people hear the word 'value,' and they immediately think a sacrifice in quality…A misperception of not only quality but also the marriage of value and . I think that’s really, at the heart of this, where the opportunity is.”

Brown Advisory ’s Michael Poggi explains the opportunity for analysis within value investing ➡️https://ow.ly/Ypex50P61cp

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A former US Army financial counselor stands accused of defrauding families of fallen service members.

Sam Bojarski writes: https://citywire.com/ria/news/former-army-financial-counselor-charged-with-fraud-reg-bi-violations/a2421333?utm_source=social&utm_medium=facebook&utm_campaign=ria-daily-news

Former Army financial counselor charged with fraud, Reg BI violations The SEC is alleging that Caz Craffy transferred life insurance and other benefits of grieving military family members into brokerage accounts where he generated millions of dollars in commissions through unauthorized trades.