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We can help recover your investment loss. Free consultations, always. CONTACT US

Stocks and Bonds

Stocks and bonds are the most commonly owned securities among retail investors. Both stocks and bonds carry market risks and their value can be impacted by many factors, including the economy, the issuing company’s financial health, credit ratings, general market conditions, interest rates, news, corporate earnings, etc.

If your financial advisor recommended stocks and bonds, he or she is responsible for fully understanding the characteristics and risks of those investments and ensuring that they are consistent with your investment objectives and risk profile.

It is possible that when a financial advisor first recommends a stock or bond, it is suitable and appropriate. However, over time, due to an investor’s changing circumstances, changing market conditions or changes within the issuing company, the stock or bond may no longer be suitable. It is the financial advisor’s responsibility to recognize and understand these changes and advise you accordingly.

There is a common misconception among fixed income investors that bonds are safe and that they will never lose money. This is not true. Bonds carry a variety of highly complex risk factors that are impacted by interest rates, credit quality, and the bond’s particular features, including the bond’s maturity, callability and place in the debt structure of the issuing company.

If a portfolio is allocated correctly, investment losses can be mitigated or altogether eliminated. If you have experienced stock or bond loses, contact the Wolper Law Firm for a free consultation and case evaluation.

Now is the time to talk to an investment loss recovery lawyer. We can help recover your investment loss. Free consultations, always.

Main Office - Fort Lauderdale

1250 S. Pine Island Road
Suite 325
Plantation, FL 33324
Phone: (800) 931-8452
(954)-406-1231

We represent clients nationwide, including, but not limited to: Miami, Boca Raton, West Palm Beach, Sarasota, Tampa, Stuart, St. Petersburg, Vero Beach, Orlando, Jacksonville, Austin, Houston, Dallas, Washington DC, Charlotte, Boston, Baltimore, Phoenix, Scottsdale, Las Vegas, Los Angeles, San Diego, San Francisco, Chicago, Seattle, Portland, Denver, Salt Lake City, Fargo, Atlanta, Little Rock, Newark and St. Louis

Additional Office Locations (by appointment only)

Atlanta

3355 Lenox Road
Suite 7
Atlanta, GA 30326

Indianapolis

13295 N. Illinois St.
Suite 314
Indianapolis, IN 46032

New York City

275 Madison Avenue
Suite 705
New York, NY 10016

Dallas

3102 Maple Ave.
Suite 400
Dallas, TX 75201

Irvine

2600 Michelson Drive
Suite 1700
Irvine, CA 92612

Portland

5933 NE Win Sivers Drive
Suite 205
Portland, OR 97220

Denver

7900 E. Union Ave.
Suite 1100
Denver, CO 80237

Naperville

1700 Park Street
Suite 103
Naperville, IL 60563

Seattle

1001 Fourth Ave.
#3200
Seattle, WA 98154

We represent clients nationwide, including, but not limited to: Miami, Boca Raton, West Palm Beach, Sarasota, Tampa, Stuart, St. Petersburg, Vero Beach, Orlando, Jacksonville, Austin, Houston, Dallas, Washington DC, Charlotte, Boston, Baltimore, Phoenix, Scottsdale, Las Vegas, Los Angeles, San Diego, San Francisco, Chicago, Seattle, Portland, Denver, Salt Lake City, Fargo, Atlanta, Little Rock, Newark and St. Louis