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Johnson Fistel landed in the 10th spot on Institutional Shareholder Services Securities Class Action Services’ “Top Plaintiff Law Firms of 2024” annual report, having recovered $90,725,000 for aggrieved investors in 2024 in cases in which the firm served as lead or co-lead counsel.  This is the 8th time Johnson Fistel has been recognized as a…

This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, we recognize that understanding market trends is essential for making informed financial decisions. While the fundamentals of sound investing remain constant, shifts in inflation, interest rates, and global trade policies can impact portfolios in unexpected ways. As we enter 2025, markets are…

Nearly one year ago, Coinbase, one of the largest players in the cryptocurrency market, was reeling from losing its bid to dismiss the U.S. Securities and Exchange Commission’s (“SEC”) charges against it.[1] A judge had ruled that the SEC made a plausible argument that Coinbase was operating as an unregistered securities broker, exchange, and clearinghouse.[2] …

This article is reprinted with permission from Esq. Wealth Management, Inc. The so-called “Magnificent 7”—Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA, and Tesla—have dominated market conversations and portfolios alike. These tech titans have reshaped industries, driven innovation, and created enormous wealth. Yet, with these stocks’ massive valuations and the growing buzz around their futures, the question…

This article is reprinted with permission from Esq. Wealth Management, Inc. Are you prepared for the evolving tax landscape in 2025? With inflation-adjusted changes to tax brackets, deductions, and credits, taxpayers across all income levels will see notable shifts that could impact their financial plans. This guide not only highlights the most significant updates to…

As we usher in the new year, Johnson Fistel is excited to share updates that reflect the firm’s commitment to excellence, growth, and meeting the evolving needs of our clients. Promotions We are proud to announce the promotion of Jeffrey A. Berens and William W. Stone to Partner, effective January 1, 2025. Jeffrey A. Berens…

This article is reprinted with permission from Esq. Wealth Management, Inc. Earlier this month, Barron’s published an article titled “J.P. Morgan Loses $39.7 Million Arbitration Against Barred Financial Advisor,” a headline that grabbed attention across the financial industry. At first glance, the title suggests the barred financial advisor, Edward Turley, prevailed in a $39.7 million claim against J.P. Morgan.…

This article is reprinted with permission from Esq. Wealth Management, Inc. Recently, I met with a potential client who shared an eye-opening experience. For years, he had been working with a large financial services firm that managed his portfolio and charged him an annual fee. Despite this ongoing relationship, the firm made virtually no adjustments…

In the world of securities class actions and derivative litigation, a spirited tomayto, tomahto debate often emerges over the use of “Stockholder” as opposed to “Shareholder.” Both terms refer to individuals or entities that own shares in a company, making them partial owners of the business. While the distinction may seem like a matter of…

This article is reprinted with permission from Esq. Wealth Management, Inc. Annuities have a long history of providing a guaranteed stream of income in retirement, but recent trends have taken their popularity to new heights. According to a recent survey from BlackRock, a global leader in investment management and retirement solutions, longer life expectancies and…