Category: General
Variable Annuity Contract Theft
In the past several years, a number of criminal, regulatory, and civil claims have been filed by victimized investors, who have had monies and assets fraudulently diverted from their variable annuity contracts. Oftentimes, these variable annuity contracts are held in Individual Retirement Accounts and individual retirement annuity accounts maintained by trusting, unsophisticated investors, who are easily […]
Read PostMargin Trading is Inappropriate for Most Investors
Our law offices have handled a number of matters involving financial advisors who have convinced inexperienced and unsophisticated investors without any meaningful experience in the financial markets to engage in margin trading in their brokerage accounts. Margin trading involves borrowing against the existing value of an investor’s account for the purpose of engaging in leveraged […]
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Blog Posts
- Indexed Universal Life Insurance (IUL) Fraud
- Securities Litigation
- Securities Brokerage Mediation
- Transfer on Death (TOD) and Death Beneficiary Accounts and the Perils of DIY Estate Planning
- A Successful Will Contest