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Did You Lose Money Because Your Financial Advisor Put a Lot of Your Money in One or Two Stocks???
Did your financial advisor recommend putting a large amount of your portfolio into just a few stocks and you lost money as a result? Or did you ask your investment advisor or stockbroker if it was a good idea to invest a significant amount of your money into a stock...
read moreDid you invest in a worthless or high-risk conservation easement?
Did you buy a conservation easement investment from a financial advisor or stockbroker? If so, your investment may be worthless if the conservation easement was overvalued based on an improper appraisal – a practice that may be rampant in the industry. It could also...
Feds sue group selling syndicated conservation easements, investors may be on the hook.
The federal government is suing EcoVest Capital, a real estate investment company, for allegedly creating sham tax shelters by exploiting so-called conservation easements, which are intended to preserve natural land. EcoVest’s scheme hinged on grossly overvalued...
Did your broker or adviser place you in a risky bet on cobalt or lithium?
If you suffered heavy losses due to your stockbroker or financial adviser’s advice to bet on the rising price of cobalt or lithium, the attorneys at Epperson & Greenidge may be able to help correct the damage to your portfolio. Electric cars may be the future, but...
Did you lose money on ATEL funds bought on the recommendation of a broker or adviser?
ATEL Capital group has carved out a niche for itself connecting companies with equipment. And because every business needs some type of equipment—from Internet routers and office desks to airplanes—their funds may look like a safe way to make some money. But for many...
Epperson & Greenidge is investigating GPB Capital’s private placements and how they were sold.
Recent Updates: As reported by Investment News on June 17, Fidelity Investments is telling broker dealers that they must move GPB private placements off its platform within 90 days or work with its custodian and assist them to obtain a clear valuation of the...
Did you lose money because a broker or adviser recommended Wheeler Real Estate Investment Trust?
Of the hundreds of publicly traded Real Estate Investment Trusts (REITs), one stands out for its abysmal performance: Wheeler Real Estate Investment Trust (NASDAQ: WHLR). The tumult this REIT has experienced has made it particularly toxic for risk-averse investors...