Valenti Hanley PLLC

September 2019 Archives

Avoid these 3 common partnership dispute causes

Setting up a business is tough. You have a lot to think about, and most people realize that it's hard to do it alone. That's why partnerships are so common in business. Co-founders, for example, may work together and have better access to capital for the creation of a business. It works out well when the partnership is good, but if it sours, there can be many problems.

Don't be afraid to question a broker or financial advisor

When your financial advisor tells you something, do you feel like you just have to accept it without question? After all, this person is an expert. You work with them specifically for their knowledge, knowing you don't have it. Should you ever question them?

Do you have a case for suing your financial planner?

Kentucky has certain licensing guidelines in place to reduce the chance of a consumer being taken advantage of by their financial advisor. They're often not effective in stopping your money manager if they engage in sneaky tactics though. Fortunately, there are legal remedies that you can pursue against your financial planner if they don't uphold their responsibilities to you.

What qualifies as an unsuitable investment?

Trusting some of your finances to a broker or advisor is a significant decision. You're handing over a piece of your potential future to another person, someone you believe has the knowledge to act only in your best interests. Unfortunately, things don't always turn out that way.

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Valenti Hanley PLLC
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Louisville, KY 40202

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