Blog
July 17, 2025
For individuals looking to grow their wealth and navigate the complexities of the financial markets, professional guidance can be invaluable. However, the landscape of financial professionals can be confusing, with terms like “stockbroker” and “investment advisor” often used interchangeably, yet representing fundamentally different roles, responsibilities, and regulatory frameworks. At Bakhtiari & Harrison, we believe that […]
In 2024, social media scams cost Americans more than $1.85 billion—almost a 25% increase over 2023, according to the Federal Trade Commission. As the use of social media grows and companies have strengthened cybersecurity measures, bad actors are increasingly targeting the emotional vulnerability of individual users through investment scams. One key difference with these scams is instead […]
July 16, 2025
Choosing a stockbroker is one of the most pivotal financial decisions you’ll ever make. This professional will play a critical role in managing your hard-earned assets, shaping your investment future, and directly impacting your long-term financial security. It’s a decision that demands careful consideration, extensive due diligence, and a clear understanding of what to expect […]
July 15, 2025
In the intricate realm of investments, the objective remains constant: to optimize returns while effectively managing risk. For the past several decades, the benchmark for attaining this goal has been Modern Portfolio Theory (MPT). Conceived by Harry Markowitz, who was later awarded the Nobel Memorial Prize in Economic Sciences, in the 1950s, MPT transcends being […]
July 14, 2025
Investment firms operating in the retail space are subject to strict communication guidelines, particularly when it comes to disclosing background information about their registered representatives. One such requirement is found in FINRA Rule 2210(d)(8), which mandates the inclusion of a readily apparent reference and hyperlink to FINRA BrokerCheck on certain webpages viewed by retail investors. […]
