Johnson Fistel Blog


  • Five Strategies to Help Protect Seniors from Financial Fraud

    This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, we understand that our clients are not only concerned about their own financial security but also the financial well-being of their aging parents and family members. The digital age has brought about a revolution in the way we manage our finances, offering…

    Read More →: Five Strategies to Help Protect Seniors from Financial Fraud
  • Johnson Fistel, LLP Recognized As A Top 20 Law Firm for 2023 In Total Dollar Value of Final Recoveries By ISS Securities Class Action Services

    For the 7th year, Johnson Fistel has been recognized as a top plaintiffs’ securities law firm in the United States in terms of total dollar value of final recoveries in the “Top Plaintiff Law Firms of 2023” report issued by Institutional Shareholder Services Securities Class Action Services. Specifically, Johnson Fistel checked in at 17 on…

    Read More →: Johnson Fistel, LLP Recognized As A Top 20 Law Firm for 2023 In Total Dollar Value of Final Recoveries By ISS Securities Class Action Services
  • Commonwealth Ordered to Pay $93 Million — A Cautionary Tale for Investors Who Think They Are Better Served by Large National RIAs

    This article is reprinted with permission from Esq. Wealth Management, Inc. In the world of wealth management, transparency and fiduciary responsibility are not just buzzwords but the cornerstones of trust between clients and their advisors. Clients entrust their hard-earned assets to financial advisors, expecting them to act in their best interest and keep them informed…

    Read More →: Commonwealth Ordered to Pay $93 Million — A Cautionary Tale for Investors Who Think They Are Better Served by Large National RIAs
  • Ten Tax Planning and Mitigation Strategies for High-Net-Worth Individuals

    This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, we understand that your wealth is more than just a number. It’s a reflection of your hard work, your accomplishments, and your aspirations for the future. That’s why we believe in taking a proactive approach to tax planning, ensuring that you keep…

    Read More →: Ten Tax Planning and Mitigation Strategies for High-Net-Worth Individuals
  • Suburban Meltdown: Insider Selling Ruins Lives

    In a startling case of spousal betrayal and financial misconduct, Tyler Loudon’s life took a dramatic turn when he overheard insider information through his wife’s work conversations. Residing in Texas, the Loudons led a seemingly ordinary life, both engaged in remote work, often within close proximity to each other. Tyler’s wife held a prominent position…

    Read More →: Suburban Meltdown: Insider Selling Ruins Lives
  • Long-Term Care: Protecting Your Assets and Your Well-Being

    This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, financial planning for our clients includes a comprehensive approach to long-term security. One crucial piece of this puzzle for some clients is Long-Term Care Insurance (LTCI). Across the United States, an aging population and rising healthcare costs are sparking conversations about LTCI.…

    Read More →: Long-Term Care: Protecting Your Assets and Your Well-Being
  • Attorney Profile- Q&A with Anthony E. Mance

    Where were you born and what makes that city special? I was born and raised in Toledo, Ohio, which is in Northwest Ohio on Lake Erie. For me, Toledo is special because it has a world-class art museum and zoo. It also has a lot of parks and wildlife preserves which are great for running…

    Read More →: Attorney Profile- Q&A with Anthony E. Mance
  • Navigating Investment Blind Spots – Strategies for Wealth Management

    This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, we understand the importance of clarity in wealth management. That’s why it’s crucial to recognize and address the blind spots that can obscure our financial vision. Just like smudges on a pair of glasses, these blind spots may seem insignificant, but they…

    Read More →: Navigating Investment Blind Spots – Strategies for Wealth Management
  • Equipping Your Heirs for Financial Success with Their Inheritance

    This article is reprinted with permission from Esq. Wealth Management, Inc. As the founder and Chief Executive Officer of EsqWealth, a registered investment advisory firm dedicated to empowering families with comprehensive financial solutions, I understand the importance of securing your children’s financial future amidst the complexities of wealth management.  With four children of my own,…

    Read More →: Equipping Your Heirs for Financial Success with Their Inheritance
  • Johnson Fistel Welcomes New Attorney Bryan M. Wyman

    Johnson Fistel is pleased to announce the addition of Attorney Bryan M. Wyman to its San Diego office.  Mr. Wyman will focus his practice on complex commercial litigation with an emphasis on shareholder derivative actions. Mr. Wyman graduated of the University of San Diego School of law in May 2022. While in law school, Mr.…

    Read More →: Johnson Fistel Welcomes New Attorney Bryan M. Wyman