If you have a 401K or an IRA retirement account, you may have heard that the 2020 CARES Act allows you to withdraw up to $100,000 without incurring the 10% early withdrawal penalty. Under the CARES Act, an early withdrawal should only cover costs caused by pandemic hardships, either because you had Covid-19 or because…

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COVID-19 has had a far-reaching impact, well beyond the world of public health policy. Because people have traveled so much less in 2020, the demand for oil and gas has plummeted, leading to some rude awakenings for energy investors. For instance, David Lerner Associates’ registered representatives are facing mounting customer complaints regarding investments in energy…

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Investors who purchased shares of Sierra Income Corp. may have suffered significant losses. Shares have decreased in value by at least 40%, although there are some estimates that the losses could add up to as much as 75%. As of publishing, shares were listed on Central Trade & Transfer for $1.50, after being originally sold…

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What financial products and investments work best for investors who don’t want to expose themselves to risk? Stocks can have very high rates of return, the operative word being “can.” Many investors simply can’t afford to gamble losing their entire investment. Conservative investment strategies don’t come with the excitement of buying and selling stocks, but…

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Investors can save themselves a lot of grief by doing their homework. Before agreeing to use an investment professional’s services, visit BrokerCheck to look for previous customer complaints, as well as criminal and regulatory disclosures. The Financial Industry Regulatory Authority (FINRA) maintains a public record of customer allegations, as well as investment-related convictions, investment-related civil judgements, and regulatory actions.…

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In October, 2017, shares of Antares Pharma, or ATRS, dropped approximately 40% following news that the Food and Drug Administration could not approve QuickShot Testosterone.  Investors in Antares Pharma (ATRS) may be able to recover some or all of their recent investment losses either by participating in a recently filed securities class action lawsuit or…

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It may be possible for Miller Energy Resources stock investors to recover all or a portion of their investment losses by filing a lawsuit against the financial advisors who marketed and recommended the investment.  Our firm has worked with many investors in Miller Energy Resources stock and we have already successfully recovered funds on their…

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