Most investors have experienced sudden and substantial losses in their investment accounts during the Coronavirus (COVID-19) pandemic of 2020.  In March 2020 alone, the S&P 500 experienced a 33% decline versus its February 2020 high.  Do investors have strong cases to pursue against their financial advisors and brokerage firms?  The simple answer is:  It depends.  […]

Coronavirus (COVID-19) Crisis:  Receding Financial Markets Have Exposed Many Portfolio Allocations as Inappropriate and Unsuitable (especially where high-yield investments such as high-yield bonds, junk bonds, real estate investment trusts (REITs), and master limited partnerships (MLPs) were recommended to seniors and retirees) Famed investor Warren Buffett once stated, “It’s only when the tide goes out that […]