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Author: Zamansky LLC

What Is a Defective Investment Product?

January 14, 2022 Blog

Making informed investment decisions requires a clear understanding of the specific asset, or product, in which you want to invest. Many investment products are extraordinarily complex, and understanding how they work can be challenging even for experienced brokers and investors. For inexperienced investors who rely on their brokers for advice, […]

Investment Fraud and Outside Money Management

January 6, 2022 Blog

When you choose a broker or advisor at an investment firm to manage your portfolio, you expect your broker or advisor to manage your portfolio directly. While this is often what happens, it isn’t always the case. Sometimes, brokers and advisors will recommend that investors place their funds with outside […]

10 Lesser-Known Stock Market Tips

December 17, 2021 Blog

As an individual investor, you know that you should only invest money you can afford to lose, and you know you should diversify your portfolio. But, it is what you don’t know that can hurt you. Too often, investors think they are making informed decisions when in reality they are […]

Solicited vs. Unsolicited Trades

December 10, 2021 Blog

As an individual investor, you may ask your broker to make certain trades for you. But, you will also rely on your broker’s advice in many cases. Good brokers will recommend trades that they believe serve their clients’ investment objectives; and, when clients accept their recommendations, they will earn a […]

What is a Misleading Illustration?

December 3, 2021 Blog

As an individual investor, the ability to make informed decisions is critical to managing your portfolio effectively and minimizing your risk of loss. If you work with a stockbroker or investment advisor, you rely on your broker or advisor to provide trustworthy information that you can use to guide your […]

Investigation Breakdown: The GPB Ponzi Scheme

November 23, 2021 In The News

The U.S. Securities and Exchange Commission (SEC) has accused GPB Capital and multiple individuals affiliated with the firm of operating a $1.7 billion Ponzi scheme that victimized approximately 17,000 investors. Our firm has launched an investigation as well, and we are currently accepting cases against GPB Capital to be filed […]

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