News

This article is reprinted with permission from Esq. Wealth Management, Inc. When does a tax strategy become a federal crime? A recent case out of Mississippi provides a crystal-clear answer—and a cautionary tale for advisors and clients alike. On May 14, 2025, the Department of Justice announced that Stephen T. Mellinger III, a financial advisor from…

The U.S. Court of Appeals for the Second Circuit recently reversed a lower court’s summary judgment ruling in Knox v. CRC Management Co., LLC, reinstating a former laundromat employee’s employment discrimination claims. The plaintiff, Natasha Knox, who is of Jamaican descent, alleged that she was terminated under discriminatory and retaliatory circumstances after experiencing derogatory remarks,…

This article is reprinted with permission from Esq. Wealth Management, Inc. When markets disconnect from fundamentals, they occasionally present investors with short-lived opportunities to act decisively. Such a moment appears to be upon us in the municipal bond market. What’s Happening? Municipal bonds (“munis”) are currently trading at yields that are abnormally high compared to…

This article is reprinted with permission from Esq. Wealth Management, Inc. The recent headlines proclaim, “U.S. economy contracts for the first time in three years,” sparking concerns about a potential recession. However, a deeper analysis reveals a more nuanced picture of the nation’s economic health. The Headline Figures According to the Bureau of Economic Analysis…

Johnson Fistel, PLLP is pleased to announce its expansion into Idaho—a state celebrated for its strong communities, natural beauty, and genuinely friendly people. With the opening of this new location, Johnson Fistel now maintains offices in five states: California, Georgia, Colorado, New York, and Idaho—enhancing the firm’s ability to serve clients nationwide. “As a newly…

This article is reprinted with permission from Esq. Wealth Management, Inc. Dividend-paying stocks have long been a cornerstone of successful investing, offering both steady income and capital appreciation. Unlike high-risk growth stocks, dividend-paying companies tend to be well-established, financially disciplined, and committed to returning value to shareholders. This makes them particularly attractive during uncertain economic…

Johnson Fistel is thrilled to announce that Bryan Schild and Alyssa Broer have joined Johnson Fistel as Associate Attorneys—bringing with them exceptional experience, intellect, and drive. Bryan Schild, joins Johnson Fistel’s Denver, Colorado office, in our securities litigation group, where he represents defrauded investors and advocates for shareholder rights.  Bryan is a 2024 graduate of…

This article is reprinted with permission from Esq. Wealth Management, Inc. Recently, a new client told me that nearly all of his wealth is earning 4-5% while sitting in high-yield savings accounts and CDs. He is approaching 55, would like to retire, and recognizes that he needs enough assets that can last 30 or 40…

We’re excited to share that Johnson Fistel has been recognized in the newly launched Chambers USA Spotlight Guide 2025 for our work in Securities Litigation in San Diego. Chambers Spotlight Guide 2025 | Top Small and Mid-Size Law Firms USA The Chambers Spotlight Guide is a new, highly selective ranking that highlights outstanding small and…

This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, we understand that estate planning isn’t just about drafting documents—it’s about ensuring your legacy is protected, no matter how complex your family situation may be. Time and again, we’ve seen well-intentioned plans unravel due to legal loopholes, family dynamics, and unexpected changes.…