Owning a small business comes with considerable demand. The tumultuous 2020 has redefined the small business landscape in fundamental ways, demanding that entrepreneurs manage new risks and adapt to a changing world. Clever entrepreneurs look for creative ways to save...
Firm News
How to tell if your portfolio includes unsuitable investments
An investment strategy can be as personal as your wardrobe. Some prefer flashy, eye-catching choices, while others maintain a very traditional sensibility. Those same descriptions can also apply to individual investors and the suitability of their investment...
Investigating Kentucky Broker Christopher Lee Hibbard
We are investigating claims by investors against former Louisville, Kentucky-based broker Christopher Lee Hibbard, who was fired by Merrill Lynch in February 2018 in the midst of an ongoing investigation over allegations of fraud, theft, and unauthorized trading...
Did Your Moderate Risk Growth and Income Portfolio Tank in Value While the Market Continued to Go Up? That May Be Due to the Malfeasance of Your Broker and Brokerage Firm Rather than Simple Bad Luck.
We are investigating claims by investors, particularly the elderly and retirees, who suffered steep losses in their accounts as a result of recommendations by brokers to purchase the following securities during 2014-2016 : Breitburn Energy, Horsehead Holding, NOW,...
Why are people choosing Socially Responsible Investments?
One of the strongest votes anyone can make is with their wallet, and investing is no different. Investors are beginning to reward companies that align with their core values. This practice is known as ethical investing or Socially Responsible Investing. It has become...
Have you been victimized by fired Merrill Lynch-Louisville broker Christopher Lee Hibbard?
We are investigating claims by investors against former Louisville, KY-based broker Christopher Lee Hibbard, who was fired by Merrill Lynch in February 2018 in the midst of an ongoing investigation over allegations of fraud, theft, and unauthorized trading relating to...