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Smart Year-End Tax Strategies
About the Author
This article is reprinted with permission from Esq. Wealth Management, Inc. As the year winds down, investors step into one of the most valuable planning windows of the entire calendar. Taxes may not be due until April, but the most meaningful savings usually happen well before the champagne corks pop on December 31st. At EsqWealth, we…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the year winds down, investors step into one of…
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Johnson Fistel’s Georgia Office Recognized by Chambers USA Spotlight Guide
About the Author
Johnson Fistel is honored to have been recognized in the Chambers USA Spotlight Guide for Georgia for our work in Securities Litigation as a Top Small and Mid-Size Law Firm. The Chambers Spotlight Guide is a new, highly selective ranking that highlights outstanding small and mid-size firms across key U.S. markets. While the traditional Chambers…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the year winds down, investors step into one of…
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The Hidden Cost of DIY Investing
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This article is reprinted with permission from Esq. Wealth Management, Inc. Doing your own investing has never been easier. The tools are accessible, the fees are low, and the resources are endless. We’ve had clients come to EsqWealth after years of managing their own portfolios, often with modest results, until markets changed. While they were saving…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the year winds down, investors step into one of…
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Johnson Fistel Recovers $15 million and Secures Sweeping Corporate Reforms for the Benefit of Emergent BioSolutions Inc.
About the Author
Elton v. Kramer, et al., Case No. C-15-CV-21-000496 (Md. Cir. Ct.-Montgomery Cnty.). On August 7, 2025, The Hon. Deborah L. Boardman granted final approval of a shareholder derivative settlement which resolved claims brought on behalf of and for the benefit of Emergent BioSolutions Inc. (“Emergent” or the “Company”) by shareholders in several different jurisdictions. Johnson…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the year winds down, investors step into one of…
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The Dow, S&P 500, and NASDAQ: A Comparative Analysis of America’s Most-Watched Indexes
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This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, we believe investors make their best decisions when they understand why markets move, not just how. Whether you’re managing your own portfolio or entrusting a professional, it’s critical to know the benchmarks that shape every market conversation. The Dow, the S&P 500, and the NASDAQ aren’t…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the year winds down, investors step into one of…
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The SEC’s New Arbitration Policy: A Boon or Bane for Investors?
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In a 1995 speech, former chairman of the U.S. Securities and Exchange Commission (SEC) Arthur Levitt acknowledged that private securities fraud class actions help hold corporate America to account because the SEC simply cannot police every public company. As he put it, “private rights of action are not only fundamental to the success of our…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the year winds down, investors step into one of…
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The Top 10 Misconceptions About Annuities And What You Should Know
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This article is reprinted with permission from Esq. Wealth Management, Inc. Key Insights 1. “Annuities are just for people who didn’t save enough.” This is one of the most pervasive misconceptions—and it misses the mark entirely.Affluent investors often use annuities not because they need income, but because they want to stabilize risk, optimize taxes, and lock…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the year winds down, investors step into one of…
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What Golf Teaches Us About Investing and Financial Planning
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This article is reprinted with permission from Esq. Wealth Management, Inc. Since moving into Black Rock in Coeur d’Alene, Idaho, golf has become more than a pastime for me. It has become a classroom. Time on the course has shown me that golf, financial planning, and investing share deep similarities. They require discipline, patience, and the…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the year winds down, investors step into one of…
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Opendoor Investors to Recover $39 Million After Misleading Promises About ‘AI-Powered’ Home Pricing
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In a significant development for retail and institutional investors alike, online real estate trading platform Opendoor has agreed to a $39 million settlement in response to a securities class action filed in 2022. Investors alleged that Opendoor misled the market by marketing its home pricing tool as a cutting-edge, AI-driven technology—when in reality, the company…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the year winds down, investors step into one of…
