Blog
April 12, 2016
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 […]
April 6, 2016
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 […]
March 9, 2016
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 […]
June 23, 2015
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 […]
July 11, 2014
Ryan Bakhtiari has been invited to participate as a speaker at the 2014 Practicing Law Institute (PLI) conference program on Thursday, July 31, 2014. The PLI Securities Arbitration program is held at the PLI New York Center and also online by webcast. The program brings together legal professionals with securities industry regulators to discuss hot […]