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My Investments Were Not Right For Me. What Should I Be Looking For?

Attorney Jeffrey P. Coleman answers a common question about what investments a person should consider. https://www.youtube.com/watch?v=QIEEh5jgzWoVideo Transcript: You know investment choices have to be made based upon suitability. That means that the investments that are recommended to you have to meet your requirements, your investment objectives, your risk tolerances. One …

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Could There Be An Issue If I Have Been Sold A Large Portion Of Only One Product Or Investment?

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My Investments Were Not Right For Me. What Should I Be Looking For?

Attorney Jeffrey P. Coleman explains what investment criteria is the most important and what a person should look for when considering buying an investment. Video Transcript: You know, investment choices have to be made based upon suitability. That means that the investments that are recommended to you, have to meet …

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Can My Broker Buy Or Sell Something Without Asking Me First?

Attorney Jeffrey P. Coleman explains when a broker may (or may not) buy or sell on your behalf. Video Transcript: When a broker buys something without your authorization, he is violating one of the most basic rules in the brokerage industry. It’s your money. If you have not authorized that …

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Rolling Over Your 401(k): Should You Do It?

When leaving a job, most people automatically transfer, or roll, their 401(k) accounts to an individual retirement account. Now, some companies are urging departing employees to leave their savings right where they are – and there could be some good reasons for doing so. When an employee leaves a job, …

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LOSSES IN REAL ESTATE INVESTMENT TRUSTS (REITS)

Did you lose money after your broker encouraged you to invest in real estate investment products to generate income or to diversify your portfolio? It is well known that real estate values have dwindled in America over the past few years.  Regardless, many banks and brokerage firms have continued to …

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LOSSES IN MORGAN KEEGAN BOND FUNDS

Have You Suffered Losses in Morgan Keegan Bond Funds? Have you purchased Morgan Keegan Bond Funds, particularly the Regions Morgan Keegan High Income Fund; Regions Morgan Keegan Multi-Sector High Income Fund; Regions Morgan Keegan Select High Income Fund; Regions Morgan Keegan Strategic Income Fund; Regions Morgan Keegan Advantage Income Fund; …

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THINK TWICE BEFORE TRANSFERRING YOUR VARIABLE ANNUITY TO A DIFFERENT BROKERAGE FIRM OR ANNUITY COMPANY

If you have purchased a variable annuity, or any annuity for that matter, it is likely that you do not fully understand how it works, what it does and does not offer you, or why you even purchased it in the first place. It is also very likely that your …

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LOSSES IN LEHMAN BROTHERS STRUCTURED NOTES

Have You Suffered Losses in Lehman Brothers Structured Notes Sold by UBS and Other Major Brokerage Firms? Many investors are filing claims against UBS Financial Services and other major brokerage firms alleging that they were deceived as to the risks of investing in Lehman Brothers structured notes.  Brokers pitched the …

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IRS LOSS TREATMENT FOR CERTAIN INVESTMENT LOSSES

THE AVAILABILITY OF ORDINARY LOSS TREATMENT FOR CERTAIN INVESTMENT LOSSES UNDER THE INTERNAL REVENUE CODE[1] Jeffrey P. Coleman and Jennifer R. Newsom[2] I. THE SHORTCOMINGS OF CAPITAL LOSS TREATMENT. 2 II. ESTABLISHING A THEFT UNDER FEDERAL INCOME TAX LAWS. 3 The Definition of Theft. 3 Examples of Conduct Giving Rise …

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