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The Top 10 Misconceptions About Annuities And What You Should Know
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This article is reprinted with permission from Esq. Wealth Management, Inc. Key Insights 1. “Annuities are just for people who didn’t save enough.” This is one of the most pervasive misconceptions—and it misses the mark entirely.Affluent investors often use annuities not because they need income, but because they want to stabilize risk, optimize taxes, and lock…
This article is reprinted with permission from Esq. Wealth Management, Inc. Key Insights 1. “Annuities are just for people who didn’t…
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What Golf Teaches Us About Investing and Financial Planning
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This article is reprinted with permission from Esq. Wealth Management, Inc. Since moving into Black Rock in Coeur d’Alene, Idaho, golf has become more than a pastime for me. It has become a classroom. Time on the course has shown me that golf, financial planning, and investing share deep similarities. They require discipline, patience, and the…
This article is reprinted with permission from Esq. Wealth Management, Inc. Key Insights 1. “Annuities are just for people who didn’t…
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Opendoor Investors to Recover $39 Million After Misleading Promises About ‘AI-Powered’ Home Pricing
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In a significant development for retail and institutional investors alike, online real estate trading platform Opendoor has agreed to a $39 million settlement in response to a securities class action filed in 2022. Investors alleged that Opendoor misled the market by marketing its home pricing tool as a cutting-edge, AI-driven technology—when in reality, the company…
This article is reprinted with permission from Esq. Wealth Management, Inc. Key Insights 1. “Annuities are just for people who didn’t…
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The Gold Rush Playbook: 25 Public Companies Powering the AI Boom
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This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, we’re constantly exploring strategic opportunities in sectors that may be on the verge of explosive growth. We believe one of those sectors is artificial intelligence (AI), and not just the headline-making applications like ChatGPT or autonomous cars, but also the real-world infrastructure that…
This article is reprinted with permission from Esq. Wealth Management, Inc. Key Insights 1. “Annuities are just for people who didn’t…
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Johnson Fistel PLLP Named Lead Counsel After Securing Client’s Lead Plaintiff Appointment in Digimarc Corporation Securities Litigation
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On September 2, 2025, Magistrate Judge Jolie A. Russo of the United States District Court for the District of Oregon appointed Johnson Fistel’s client, Diamond Head Capital International Fund, L.P., as Lead Plaintiff and designated Johnson Fistel as Lead Counsel for the putative class in Ullom v. Digimarc Corporation et al. Digimarc (NASDAQ: DMRC) is…
This article is reprinted with permission from Esq. Wealth Management, Inc. Key Insights 1. “Annuities are just for people who didn’t…
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Strategic Planning Under the One Big Beautiful Bill Act: 13 Provisions That Deserve Consideration
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This article is reprinted with permission from Esq. Wealth Management, Inc. The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, marks one of the most sweeping legislative overhauls of the federal tax code in recent memory. While the bill spans hundreds of provisions across defense, healthcare, energy, and immigration, this briefing focuses…
This article is reprinted with permission from Esq. Wealth Management, Inc. Key Insights 1. “Annuities are just for people who didn’t…
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Johnson Fistel Obtains Robust Corporate Reforms for Brookdale Senior Living, Inc.
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Templin v. Baier et al., Civil Action No.: 3:21-cv-00373 (M.D. Tenn.). On July 9, 2025, the Hon. Aleta A. Trauger granted final approval of a shareholder derivative settlement resolving derivative claims brought on behalf of Brookdale Senior Living, Inc. (“Brookdale” or the “Company”) in the Action. The Action alleged that the Individual Defendants breached their…
This article is reprinted with permission from Esq. Wealth Management, Inc. Key Insights 1. “Annuities are just for people who didn’t…
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Evaluating Roth Conversions in Light of the New Tax Laws
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This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, we recently completed a comprehensive financial plan for a couple in their early 50s with approximately $2.5 million in 401(k) and IRA accounts. Our original analysis—completed before the passage of the One Big Beautiful Bill Act (OBBBA)—projected that by strategically converting their tax-deferred…
This article is reprinted with permission from Esq. Wealth Management, Inc. Key Insights 1. “Annuities are just for people who didn’t…
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Summer 2025 The Monitor
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This article is reprinted with permission from Esq. Wealth Management, Inc. Key Insights 1. “Annuities are just for people who didn’t…
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Jury Awards $3 Million in Retaliation Verdict After Prosecutor Supports Harassed Colleagues
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In a powerful affirmation of California’s workplace retaliation laws, a San Diego jury recently awarded $3 million to former Orange County prosecutor Tracy Miller, finding that she was effectively forced out of her position after standing up for colleagues who reported sexual harassment. Miller, a 25-year veteran and one of the highest-ranking female prosecutors in…
This article is reprinted with permission from Esq. Wealth Management, Inc. Key Insights 1. “Annuities are just for people who didn’t…
