Yearly Archives: 2023

Home 2023 (Page 7)

Ariz. Advisor With $300M In Assets Leaves Stifel For LPL

Nate Carlon, a Scottsdale, Ariz.-based financial advisor overseeing his own namesake firm, Carlon Wealth Advisors, has joined LPL Financial’s broker-dealer, RIA and custodial platforms, LPL announced today. Carlon was previously with Stifel Financial. Carlon oversees $300 million in advisory, brok...
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Stock Market Tips For Beginners

There isn’t a single way to invest that works for everyone, so you need to find the strategy that suits your needs. This can be challenging, but certain tried-and-true tips can boost your chances of long-term success. Avoid Buying Stocks Rising Tenfold Investors tend to chase stocks whose pric...
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JLL Income Property Trust Subscribes $200M DST Portfolio

JLL Income Property Trust has fully subscribed its JLLX Diversified II, DST, a five-property, $200 million diversified portfolio structured as a Delaware Statutory Trust. The DST is designed to “provide 1031 exchange investors the opportunity to defer taxes on gains from the sale of appreciated re...
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