Head of LewinsLaw, PC Offers Investors Advice on What To Look Out For At Year End, and Into 2019
DALLAS, Dec. 19, 2018 /PRNewswire/ -- Richard Lewins, the owner of LewinsLaw, PC (https://www.lewinslaw.com), a law firm that centers its practice on representing investors in claims against stockbrokers and investment advisors, was asked recently to comment on the types of cases he worked on in 2018, and what he expects to see in 2019.
2018 Trends
"2018 continued a trend in cases that were more concentrated in 'alternative investments'. That is, investments in non- stock/ bond market investments such as oil & gas and real estate. In this low interest rate environment, advisors were promoting these non - traditional investments that were supposed to offer better than market returns. Unfortunately, the advisors do not explain the high risk and illiquidity that comes with these types of investments, in many cases making them unsuitable for the client."
2019 Outlook
"As far as what to look for in 2019, the major stock indexes, like the Dow Jones and the S&P 500, are down around 5% for the year. Clients, and their tax preparers, should be on the lookout for stock market investment performance that underperforms those indexes. It could be a sign of too much risk being taken in their portfolios, which could lead to claims for unsuitability and/or breach of fiduciary duty."
About LewinsLaw, PC
LewinsLaw, PC is dedicated to representing investors in their claims against brokerage firms and investment advisors. Richard Lewins, the firm's principal, has represented hundreds of clients throughout the country in arbitrations before the NASD/FINRA, NYSE, and AAA, and has recovered substantial amounts through Awards and settlement.
He has been a featured speaker and author in the area of securities and securities litigation for the American Association for Justice (f/k/a/ ATLA), State Bar of Texas, The University of Texas School of Law, Dallas Bar Association, the American Institute of Certified Public Accountants and the Financial Executives Institute. His opinions on securities-related topics are frequently sought by news organizations, and he has hosted a weekly radio show on investor's rights.
For more information, visit http://www.lewinslaw.com
Richard A. Lewins
LewinsLaw, PC
7920 Belt Line Road
Suite 650
Dallas, TX 75254
(O) 972-934 1313
(C) 214-636 5421
(F) 972-231 3983
www.lewinslaw.com
[email protected]
SOURCE LewinsLaw, PC
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