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Oil and Gas Structured Notes May Cause Losses

Investors who hold structured products (also known as “structured notes”) tied to oil and gas may be at risk of significant losses. This may include structured notes tied to the following stocks...

Understanding How Your Financial Advisor Gets Paid

Investors should always inquire with their financial advisor about the fees charged for managing brokerage accounts. In general, there are two ways a financial advisor gets paid: (1) the financial...

Pro Athletes Say They Wanted Everyday Financial Advice but Got Cheated

February 22, 2022 New York Times David W. Chen Around the time that Lauren Holiday helped the United States soccer team win the 2015 Women’s World Cup, she and her husband, Jrue Holiday, the N.B.A...

Over-Concentration in Oil and Gas Securities

The Law Offices of Patrick R. Mahoney, P.C. is investigating accounts that are over-concentrated in the oil and gas sector. In the first ten days of March, oil prices fell more than 30 percent. On...

Recent Volatility Puts Margin Traders at Risk

With the influx in volatility and the arrival of the U.S. stock market’s first Bear Market in more than a decade, those trading on margin may be exposed to forced liquidations and/or margin calls...

H2O Asset Management Funds Plummet

As Bloomberg recently reported, H2O Asset Management has emerged as one of the first victims of the markets’ recent volatility after three of its funds, some of the most lucrative throughout 2019...

Senior Financial Abuse-Patrick Mahoney In the News

The Practising Law Institute (“PLI”) published an article that Patrick Mahoney co-authored with Ryan Bakhtiari and Phil Aidikoff of Aidikoff Uhl & Bakhtiari discussing Senior Financial Abuse. PLI...

FAANG Accounted for $2 Trillion of Stock Market Losses in October

October 2018 goes down as one of the worst months in the stock market since the Great Recession. The widespread market retreat across all sectors culminated into $1.91 trillion of losses to the S&P...

What it Might Take to Get a Customer Complaint Expunged

To the dismay of financial advisors across the country, FINRA has taken notice of the public’s negative association with expungement of customer complaints from central registration depository (“CRD”)...

Column: “FINRA’s Troublesome Rule to Keep Clients Out of Expungement Requests” – As seen on WealthManagement.com

On April 22, 2014, WealthManagement.com ran Patrick Mahoney’s editorial, FINRA’s Troublesome Rule to Keep Clients Out of Expungement Requests, as part of his periodic column, The Legal Rep. A link to...