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Protecting Your Investments: How the Lakewood, NJ Orthodox Jewish Community Can Avoid Affinity Fraud in Alternative Investments

In the Orthodox Jewish community, trust is a cornerstone of its identity. Whether it’s relying on a neighbor for Shabbat meals or seeking advice from a trusted rav, our community thrives on shared values, mutual support, and deep-rooted faith. However, this same trust that strengthens our community can also make us vulnerable—especially when it comes […]

Protecting Our Kehillah: Unmasking the Danger of Affinity Fraud in Alternative Investments & Private Placements

At the heart of the Orthodox Jewish community lies an incredible strength: our shared values, deeply rooted traditions, and unwavering commitment to supporting one another. We build institutions – our shuls, yeshivas, and chesed organizations – on foundations of trust and mutual reliance. This interconnectedness, this achdus, is a source of immense pride and support. […]

Margin Call Attorneys at Bakhtiari & Harrison

In the fast-paced world of margin trading, the lure of amplified gains can entice even the most conservative of investors. However, the potential for significant losses is equally pronounced, and the unwary often find themselves entangled in complex legal and financial quagmires. Herein lies the critical role of margin call attorneys, whose knowledge becomes indispensable […]

Expunge Your Form U5 Disclosure: Challenges and Strategies for Brokers

Imagine you’re a stockbroker who’s dedicated years to building your career. You’ve worked hard to earn your clients’ trust, and you’ve always strived to do what’s right. But then, out of nowhere, you find yourself facing a Form U5 disclosure. Maybe it was a wrongful termination, or perhaps a misunderstanding led to a mark on […]

FINRA Attorney Take on a Brokerage Firms’ Obligations for Reviewing Customer Correspondence

Understanding and adhering to industry regulations is vital for brokerage firms and financial advisors seeking to thrive in a heavily regulated environment, where the protection of investors is paramount. Hiring an experienced FINRA attorney can significantly aid firms and advisors in navigating these complex requirements effectively, thereby minimizing the risk of disciplinary actions. This detailed […]