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One of the hottest investment products being pitched by Wall Street, in the low interest environment that has persisted over the past few years, has been Energy Master Limited Partnerships (“MLPs”) – an investment product with above average yields and, all too often, above average commissions for the financial advisors who have touted them. Unfortunately, […]
Recent statistics indicate that there are over 110 MLPs trading on major exchanges, with oil & gas midstream activities – gathering, processing, natural gas compression, pipelines, storage, refining, distribution, and marketing – representing the dominant activity. Understanding MLP Risks The latest U.S. Securities & Exchange Commission filings by a number of Energy Master Limited Partnerships […]
As noted in an April 1, 2016 article in The Wall Street Journal (“MLP Investors’ Maze of Tax Trouble Keeps Getting Worse”), investors are learning the hard way that energy Master Limited Partnerships, set up to shield companies from Uncle Sam, could have unexpected tax consequences when times get tough. Understanding the structure and implications […]
A prudent investment strategy starts with an asset allocation suitable for the portfolio’s objective. This involves understanding your financial goals, time horizon, and risk tolerance. For instance, if an investor is saving for retirement in 30 years, they might adopt a more aggressive asset allocation with a higher proportion of equities, which generally have higher […]
Ryan Bakhtiari has been invited to participate as a speaker at the 2015 Practicing Law Institute (PLI) conference program on Thursday, July 30, 2015. Mr. Bakhtiari represents clients in securities disputes before FINRA (NASD, NYSE), state and federal courts. In June 2019, Mr. Bakhtiari was nominated to serve as a public member of the Discovery […]