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If you invested in the Easterly ROCMuni High Income Municipal Bond Fund (ticker symbols – RMHVX, RMJAX, or RHHIX), you may have experienced devastating losses during June 2025. Although marketed as a municipal bond fund, RMHVX held speculative assets that made it far riskier than many investors realized. At Bakhtiari & Harrison, we are currently […]
You’re a successful stockbroker. You’ve built a solid book of business, cultivated strong client relationships, and consistently hit your numbers. Yet, you feel trapped. The firm that once seemed like the perfect fit now feels like a gilded cage. The culture has shifted, the platform is clunky, and the compensation plan that was once attractive […]
You did everything right. You worked hard, saved diligently, and entrusted your future to a financial advisor and their brokerage firm. You envisioned a secure retirement, a college fund for your children, and the financial freedom you deserved. But now, as you scrutinize your account statements, a cold dread comes over you. The numbers don’t […]
For many investors, gaining meaningful exposure to the largest U.S. companies through direct stock purchases can be capital-intensive and logistically challenging. While the S&P 500 index provides broad access to the U.S. equity market, purchasing shares of all 500 constituent companies—or even the largest among them—is not a viable strategy for most individual investors. Instead, […]
Life can throw unexpected curveballs, and sometimes, those curveballs manifest in the form of investment fraud by individuals you deeply trusted with your financial future. Imagine dedicating years to building a nest egg, only to discover that your stockbroker, who was supposed to offer sound financial guidance, engaged in actions that were not in your […]