What factors impact marketability discounts in restricted stock transactions? Typically, an investor's expected holding period is the primary determinant of the size of the marketability discount. But the regulations governing restricted stock...
Four years ago, Abacus Planning Group, a 13-year old $700 million wealth management firm in Columbia, S.C., was growing at a good clip, gaining both clients and assets. But Cheryl Holland, president and founder of the firm, and a 25-year industry...
When most people think of student housing, images from the movie “Animal House” usually come to mind. It’s a common misperception, and one that continues to influence investment decisions today. The reality of student housing, however, is far...
The independent broker/dealer landscape is lately littered with tales of woe—scores of smaller firms have gone up in a puff of smoke over the past two years due to everything from troubled private placements to insufficient net capital. In...
