Posts Tagged ‘Investments’

Considering Investing in Mutual Funds?

Written on June 13th, 2009 by Jason M. Kueserno shouts

The New York Times published an informative article by Tara Siegel Bernard on December 16, 2008 that discusses a lot of the basics of mutual funds.

This is a great article for anyone who is unfamiliar with mutual funds, but who has or is considering incorporating mutual funds into their investment portfolio.

Too often, investors are misled as to key features of the investments they are sold. Having a fundamental understanding of how different investments work serves two important benefits: (1) it allows an investor to better understand and communicate with their stockbroker or financial advisor; and (2) it provides the investor with a better means by which to interpret their periodic statements and other documentation so they can monitor their accounts.

The Kueser Law Firm represents investors that have been the victims of securities fraud, investment fraud, as well as other forms of stockbroker and financial adviser misconduct. In addition, the firm represents consumers that have been defrauded. If you would like to contact the firm for a free consultation, please call 816.374.5865 or visit our website, www.jmkesquire.com, for more information.

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Useful Information about Estate Planning

Written on June 12th, 2009 by Jason M. Kueserno shouts

I stumbled across an article written by Paul Sullivan that The New York Times published on January 26, 2009 that contained some useful information about estate planning.

Although the article is five months old, its content is no less important today than at the time the article was published. Unfortunately, too many people overlook the benefits of prudent (and often simple) estate planning. Many people feel that since issues tend to come up after they have died, that is a problem for their children. Unfortunately, this “problem” often results in irreparably damaging the bond between siblings. Greed and pride often get the best of family members and without written ground rules as to how property is to be divided, disputes frequently arise.

If that is not enough of a reason to do some prudent estate planning, it is also important to consider the benefits of estate planning while you are alive. Medical directives and living wills are often the only way to make sure that your wishes are carried out in the event that you are incapacitated.

If you are considering estate planning, you should consult with an attorney. Each state’s laws related to wills and trusts varies, and it is important that you consult with someone who knows the law. As reported in the article, there are also “do-it-yourself” websites that also offer basic estate planning documents. While these may not offer the flexibility that some people would like to have, they are generally simple and less expensive.

The Kueser Law Firm is licensed to practice in Missouri and Kansas. If you would like a consultation, please contact us at 816.374.5865 or visit our website, www.jmkesquire.com, for more information.

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Where to Turn for Financial Advice?

Written on June 12th, 2009 by Jason M. Kueserno shouts

It seems that each day there is another story about allegations that an investment adviser has stolen money from their clients. Yesterday, the SEC filed a complaint alleging that a New York investment adviser had bilked his clients, many of whom were terminally ill or mentally impaired, out of $6 million.

Where do you turn? The New York Times published an interesting article on June 5, 2009, discussing this issue. The Financial Industry Regulatory Authority has a publicly available repository of information related to securities professionals (BrokerCheck) and the SEC maintains the IAPD, which is a database containing information related to investment advisers. While these are valuable sources in checking the background of investment professionals, they are often inadequate. The New York Times also published an article about financial planners in their “need to know” series that is worth reading.

Unfortunately, investors do not learn that their adviser has taken advantage of them until after they have suffered devastating financial losses. The Kueser Law Firm represents investors that have been the victims of securities fraud, investment fraud, as well as other forms of stockbroker and financial adviser misconduct. In addition, the firm represents consumers that have been defrauded. If you would like to contact the firm for a free consultation, please call 816.374.5865 or visit our website, www.jmkesquire.com, for more information.

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