Meyer Wilson

Recovering Losses Caused By Investment Misconduct

Recent Posts in Video Updates Category

Do I Need to Have My Paperwork?

Oftentimes, investors feel comfortable enough with their broker to the point where they no longer keep paperwork. They often throw out some or all of the paperwork involving their account. ... Continue reading "Do I Need to Have My Paperwork?" »
At Meyer Wilson, a number of our potential clients ask us the same question: If I lost money years ago, can I still file a claim to recover losses? While every case is different and there are numerous ... Continue reading "Can I Still File a Claim After a Set Amount of Time?" »

What Are Alternative Investments?

More recently, brokers have been pitching investors on new, alternative investments. Alternative investments are those that are put into certain classes such as real estate, hedge funds, commodities, ... Continue reading "What Are Alternative Investments?" »
If you are interested in investments and are looking for a financial advisor or broker, it is important to understand the various titles and credentials that may come along with the person or firm you ... Continue reading "Choosing the Right Investment Advisor" »
Have you been pitched the idea of buying a variable annuity by your broker or financial advisor? Were you asked to use money inside an IRA? It is important to understand that this is a risky ... Continue reading "Troubles of Using IRA Money to Buy Variable Annuities" »

How Unit Investment Trusts Affect You

At Meyer Wilson, we have seen numerous clients who have lost money due to unit investment trusts (UITs). Brokers and brokerage firms are often pitching UITs as helpful and beneficial. Unfortunately, ... Continue reading "How Unit Investment Trusts Affect You" »

To Whom Do I Write My Check?

When it comes to securities fraud cases, it seems that one of the more common issues in the matter is investors not knowing to whom they should write the check. This is a problem that results in ... Continue reading "To Whom Do I Write My Check?" »
There are numerous brokerage firms out there that send out mail promoting seminars to discuss investment strategies or advice for individuals regarding their finances. These are often sent out to ... Continue reading "Be Mindful of Investment Seminars as a Retiree" »

The Risks of Investing On Margin

Investing on margin is a very difficult and risky investment to make unless you are a seasoned investor. Oftentimes, there are investors who are just starting or have very little experience in ... Continue reading "The Risks of Investing On Margin" »

What Are Non-Traded REITs?

Investors often have questions regarding various investments that are recommended to them, including those involving non-traded Real Estate Investment Trusts. These are investment options that can be ... Continue reading "What Are Non-Traded REITs?" »

Brokers' Fees and How They Affect You

When it comes to investing, brokers are paid in different ways. It is a common occurrence, though, for investors to be unaware of the broker’s fees and how they are expected to pay. Oftentimes, ... Continue reading "Brokers' Fees and How They Affect You" »
In any matter of investment fraud, it is important for your lawyer to know first off whether your account falls in the category of discretionary or non-discretionary. This is often a big part of the ... Continue reading "Understanding the Difference Between Discretionary & Non-Discretionary Accounts" »

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