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Knock, Knock…Home Solicitation Laws

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 …

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How Do I Protect Myself From Wrong-Doing By A Financial Advisor?

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 …

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What Do Diversification And Asset Allocation Mean?

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 …

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What If My Financial Advisor Does Not Tell Me The Whole Story?

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 …

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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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Is it OK If My Broker Sold Me A Product That Does Not Show Up On My Statement?

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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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What Should I Do If My Broker Does Not Do What I Asked Them To Do?

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What Should I Do If I Was Sold A Promissory Note That Has Defaulted?

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Investment Advisor Shaun P. Golden

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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