Meyer Wilson

Recovering Losses Caused By Investment Misconduct

Recent Posts in Investor Information Category

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A common misconception far too many people have of financial advisors is that they have the same legal obligations as registered investments advisors and lawyers when this is not the case in many ... Continue reading "Warning Signs That May Indicate It's Time to Fire Your Financial Advisor" »
Since the Securities and Exchange Commission (SEC) established rules that now allow individual investors to become involved with securities-based crowdfunding in May of 2016, a number of issuers have ... Continue reading "Keep Your Investments Safe with These Tips About SAFE Securities and Crowdfunding" »
The board of the Financial Industry Regulatory Authority (FINRA) recently moved to increase disclosures from firms and brokers that fail to pay arbitration awards and to strengthen the sanctions they ... Continue reading "FINRA Pushes Along Proposals to Crack Down on Unpaid Arbitration Awards and High-Risk Brokers" »
There are countless individuals who fall victim to investment fraud due to negligent advisors or we may have been a potential target. This increases the importance of understanding how to deal with ... Continue reading "Investor Education: Investment Fraud Victim Recovery Checklist" »
If you have money in a bond fund or if you own a bond, you should pay close attention to an important number known as duration. This will signal the likely change in the price of your bond when ... Continue reading "Duration - How Interest Rate Hikes Can Affect Your Bond Portfolio" »
The AARP recently released information about the results of their study looking into the differences in demographic characteristics, behavioral characteristics and psychological mindset between the ... Continue reading "AARP Released Results of Study on Differences Between Victims of Fraud and General Population" »
The Financial Industry Regulatory Authority (FINRA) and the United States Securities and Exchange Commission (SEC) released a joint alert to give investors some information on inverse and leveraged ... Continue reading "Is a Leveraged or Inverse ETF Right For You?" »
In an investor alert released by the Financial Industry Regulatory Authority (FINRA), the securities regulator warned investors about “customer advisory centers” that are becoming ... Continue reading "What You Need To Know About Customer Advisory Centers" »
The Broker-Dealer Task Force and Office of Investor Education and Advocacy (OIEA) of the United States Securities and Exchange Commission (SEC) issued a joint Investor Alert on Monday, January 9 to ... Continue reading "How to Identify and Protect Yourself from Excessive Trading" »
As we turn the calendar over to a brand new year, now is the perfect time to take a more in-depth look at your assets in order to get a solid grasp on the progress you’ve made towards reaching ... Continue reading "7 Tips to Prepare Your Investments for 2017" »
On December, 20, 2016, the SEC’s Office of Investor Education and Advocacy issued a bulletin explaining the process involved when a customer of a brokerage firm has a dispute with the firm. The ... Continue reading "The SEC Just Released an Investor Bulletin Explaining the FINRA Arbitration Processes Involved in a Dispute with Your Stockbroker" »
Smart shoppers know to keep their receipts when making purchases around the holidays, just in case. Smart investors should take note of this practice – while it’s not quite as ... Continue reading "The Importance of Keeping Your Records Updated" »
Trading binary options may seem tempting depending on your situation, but come with an extremely high level of risk due to the fact that they are all-or-nothing propositions – when they expire, ... Continue reading "Investor Advice: Be Wary Of All-Or-Nothing Options" »
The National Association for Fixed Annuities’ (NAFA) attempt to challenge the Department of Labor’s (DOL) new fiduciary rule for retirement advice was denied by a federal judge in ... Continue reading "Federal Court Upholds DOL Fiduciary Duty Rule" »
Losing your money to a bad investment or scam can be devastating both financially and personally, but all hope isn’t necessarily lost. You have several options that you can pursue in order to ... Continue reading "Legitimate Ways to Recover Your Losses" »
While the specific procedures regarding how brokerage account assets will be transferred or passed on to beneficiaries and heirs can vary between firms, many of them utilize specially trained staff ... Continue reading "What Happens After a Brokerage Account Holder Dies?" »
If you’ve ever picked up a call from an unknown number and heard a high-intensity sales pitch for the latest and greatest hot stock, then you’ve experienced what’s known as a boiler ... Continue reading "FINRA Warns Investors Over Boiler Room Scams" »
Ever since President Ronald Reagan designated August 21 as Senior Citizen’s Day in 1988, communities and organizations have been honoring our seniors for their decades of contributing to our ... Continue reading "FINRA Offering Senior Investors Free Resources" »

The Hidden Downside of MLPs

Investors have used master limited partnerships (MLPs) for a long time to invest in gas and oil businesses. Instead of being subjected to taxes, Schedule K-1’s are issued to investors that show ... Continue reading "The Hidden Downside of MLPs" »
Stock-based loan programs can be incredibly risky. Investors would do well to consider the risks before committing to this option. In their latest investor alert, the Financial Industry Regulatory ... Continue reading "Need Cash and Considering a Stock-Based Loan? First, Consider the Risks." »
Recently, the court-appointed trustee responsible for recouping money for the victims of the alleged Bernie Madoff Ponzi scheme requested court approval for an additional $247 million to be paid to ... Continue reading "Victims of Bernie Madoff May Receive Another $247 Million for Losses" »

New Campaign for Investors Launches

With their new “Campaign for Investors” initiative, the Institute for the Fiduciary Standard hopes that by providing educational resources and tools, they can put the fiduciary standard in ... Continue reading "New Campaign for Investors Launches" »
The Financial Industry Regulatory Authority (FINRA) released a new alert for investors warning of potential new stock scams that may arise due to viral disease outbreaks. The alert details the history ... Continue reading "Tips to Avoid Viral Disease Stock Scams" »
Meyer Wilson has been contacted by numerous investors with concerns about UDFs alleged concentrated lending practices. Maryland-based United Development Funding IV (UDF IV), a real estate investment ... Continue reading "United Development Funding IV Enters Forbearance Agreement on $35 Million Loan" »
Investing for retirement is important, but it’s not always easy to know what your best option is. If you’ve chosen a variable annuity (VA), it’s especially important to investigate ... Continue reading "Do You Know When to Change Your Variable Annuity?" »
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