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Author: Connie E. McCarthy, J.D. – Law Clerk at the Coleman Law Firm Are you tired of the pesky salespeople knocking on your door at home? It is a salesperson’s job to try to sell you their product. Do not feel obligated to make a purchase, even if the ...
Attorney Jeffrey P. Coleman discusses checking out the background of your financial advisor in order to protect your investments. https://www.youtube.com/watch?v=-bYf81hRh-UVideo Transcript: First thing you want to do to protect yourself from wrongdoing by a financial advisor is to check out their background. There are online activities such as the Broker ...
Attorney Jeffrey P. Coleman discusses diversification and asset allocation. https://www.youtube.com/watch?v=TPJzqNrH0bEVideo Transcript: Diversification and asset allocation are two of the most important parts to a successful investment portfolio. Diversification means having your assets involved in a number of different industries. People, for instance, who had a lot of investments in the ...
Attorney Jeffrey P. Coleman disccusses how important it is to fully understand your investments. Video Transcript: This can be a real problem for you and your family, if a financial advisor doesn’t properly tell you all the risks associated with an investment. You could be led into a real problem ...
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 ...
We are currently considering cases involving investors whose investments were managed by investment advisor Shaun P. Golden out of New York. According to publicly-available information, Shaun P. Golden has been permanently barred from associating with any brokerage firm in any capacity. His record also reflects that he was terminated from ...
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