Recent Articles and Legal Insights

The Top 10 Misconceptions About Annuities And What You Should Know

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…
Read More →: The Top 10 Misconceptions About Annuities And What You Should Know
What Golf Teaches Us About Investing and Financial Planning

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…
Read More →: What Golf Teaches Us About Investing and Financial Planning
Opendoor Investors to Recover $39 Million After Misleading Promises About ‘AI-Powered’ Home Pricing

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…
Read More →: Opendoor Investors to Recover $39 Million After Misleading Promises About ‘AI-Powered’ Home Pricing

2025
2024
- - 12/20 – Start the New Year by Exploring Why Your Financial “Why” Matters
  - 12/16 – Stockholder or Shareholder: Which is Preferred?
  - 12/09 – What’s Driving Record-High Annuity Sales and Should You Join the Herd?
- - 08/29 – Don’t Follow the Herd, Follow Your Financial Plan
  - 08/27 – Wave Reaching Shore Tracking the SEC’s Case Against Ripple Labs
  - 08/19 – Option Strategies to Keep Investment Gains from Falling
  - 08/07 – Summer 2024 The Monitor
- - 07/18 – Avoiding Family Discord: Insights from Tony Bennett’s Estate Lawsuit
  - 07/05 – Enhancing Retirement Income and Security Through Strategic Rollovers
- - 06/20 – Should You Have A Family Financial Summit?
  - 06/06 – Treasury Bills/Bonds vs. Municipal Bonds: The High-Tax-Bracket Investor’s Grand Prix
- - 05/21 – Active vs Passive Investing vs Crafting Your Portfolio with EsqWealth
  - 05/17 – Johnson Fistel Challenges You to Help Fight Hunger
  - 05/10 – Spring 2024 The Monitor
  - 05/09 – Johnson Fistel Announces Informative YouTube Channel
  - 05/07 – Five Strategies to Help Protect Seniors from Financial Fraud
  - 05/03 – Johnson Fistel, LLP Recognized As A Top 20 Law Firm for 2023 In Total Dollar Value of Final Recoveries By ISS Securities Class Action Services
- - 04/16 – Commonwealth Ordered to Pay $93 Million — A Cautionary Tale for Investors Who Think They Are Better Served by Large National RIAs
  - 04/08 – Ten Tax Planning and Mitigation Strategies for High-Net-Worth Individuals
- - 03/27 – Suburban Meltdown: Insider Selling Ruins Lives
  - 03/21 – Long-Term Care: Protecting Your Assets and Your Well-Being
  - 03/12 – Attorney Profile- Q&A with Anthony E. Mance
  - 03/01 – Navigating Investment Blind Spots – Strategies for Wealth Management
- - 02/22 – Equipping Your Heirs for Financial Success with Their Inheritance
  - 02/14 – Johnson Fistel Welcomes New Attorney Bryan M. Wyman
  - 02/07 – Strategic Withdrawals in Retirement: Maximizing Wealth and Minimizing Taxes
  - 02/02 – Winter 2024 The Monitor
2023
- - 12/15 – The Fed Kept Interest Rates Steady While Signaling a Pivot in Policy Next Year
  - 12/01 – Esq Wealth’s Top 10 Year-End Financial Planning Strategies
- - 11/20 – Bridging “The Gap”: Ninth Circuit Puts Derivative §14(a) Claims in Limbo
  - 11/16 – Wealth Navigation: Avoiding 11 Common Mistakes Often Made by the Wealthy
  - 11/07 – Fall 2023 The Monitor
  - 11/06 – High Interest Rates and Evolving Products Call for a Review of Your Annuities
- - 10/17 – Talking With Your Kids About Money
  - 10/03 – Unlocking Generational Prosperity: The Power of Dynasty Trusts
- - 09/20 – Supercharge Your Retirement Account – 5 Strategies
  - 09/05 – IRS Ruling Could Have Significant Tax Implications for Your Trust Assets
- - 08/16 – Navigating the Stock Market: Growth vs. Value Stocks
  - 08/07 – Summer 2023 The Monitor
  - 08/04 – The Best 5 Stocks to Buy Today – Clickbait Warning
- - 05/16 – Today’s Annuities: A Powerful Tool for Retirement Planning and a Recession Hedge
  - 05/12 – Johnson Fistel, LLP Secures Sweeping Reforms for Aterian, Inc.
  - 05/05 – Spring 2023 The Monitor
  - 05/02 – Lessons from 5 Celebs About Financial Mistakes
- - 04/18 – Which Investment Strategy is Better for You, Active or Passive Investing?
  - 04/04 – A Lesson from Lisa Marie Presley, Tony Hsieh, & Howard Hughes About Estate Planning
- - 03/28 – The Collapse of Silicon Valley Bank and the Problem of How Banks Invest Their Customers’ Money
  - 03/15 – Deciding Where to Retire
  - 03/06 – The New RMD Rule and How it Affects Retirees
- - 02/22 – They’re Not Lovin’ It: What McDonald’s Tells Us About Officer Oversight
  - 02/17 – Robo-Advisor vs. Human Professional Guidance
  - 02/13 – Winter 2023 The Monitor
  - 02/09 – Benefits of Discussing Your Estate Plan Now
  - 02/06 – Attorney Profile- Q&A with William W. Stone
  - 02/01 – Investing in a Recession – Equities That Tend to do Better
- - 01/19 – Johnson Fistel Welcomes New Attorney Anthony E. Mance
  - 01/18 – Financial and Estate Planning New Year’s Resolutions
  - 01/10 – Johnson Fistel Announces Affiliation with Esq. Wealth Management, Inc.
  - 01/04 – Johnson Fistel Names New Partner: Kristen O’Connor
  - 01/01 – Know Your Tolerance for Risk
2022
2021
- - 12/23 – 2021 – Year End Estate Planning Review
  - 12/21 – Johnson Fistel Preserves Company Funds and Secures Valuable Corporate Governance Reforms for Synchronoss Technologies, Inc.
- - 11/04 – Securities Fraud Class Action Lawsuits Serve a Public Benefit
- - 10/29 – Fall 2021 The Monitor
  - 10/18 – Asset Protection
  - 10/15 – Time To Review Your Estate, Asset Protection, Insurance, and Financial Plans?
  - 10/07 – Attorney Profile: Q&A with Jonathan M. Scott
- - 09/30 – SEC Whistleblower Awards Exceed $1 Billion
- - 08/30 – How an ILIT is Like a Country Song, but Backwards
  - 08/13 – What is a QTIP Trust
  - 08/12 – Summer 2021 The Monitor
  - 08/07 – California Private Retirement Plans
- - 06/10 – Johnson Fistel Seeks Your Help To Raise Money for Hungry School Children in San Diego
  - 06/08 – Spring 2021 The Monitor
- - 04/20 – Johnson Fistel Helps Recover Millions for FTSI Shareholders Despite Company’s Bankruptcy Proceedings
  - 04/17 – 2021 Estate Tax Advisory
  - 04/16 – Johnson Fistel Welcomes New Attorney Jonathan M. Scott
  - 04/08 – San Diego Magazine Recognizes Frank J. Johnson as One of the “2021 Top Lawyers” in San Diego
  - 04/06 – Asset Protection
- - 02/25 – Winter 2021 The Monitor
  - 02/06 – The Probate of Tony Hsieh – A Cautionary Tale
- - 01/30 – Johnson Fistel Welcomes New Attorney Seth M. Schechter
  - 01/16 – 2021 – A Vintage Year for Estate Planning and Asset Protection
  - 01/09 – Fraud Doesn’t Pay or Does it?
2020
- - 12/12 – Attorney Profile: Q&A with Oliver S. tum Suden
- - 11/25 – Fall 2020 The Monitor
  - 11/14 – Road Runner Loses Effort to have Class Action Challenging Auto-Renewals Tossed
- - 10/31 – Johnson Fistel, LLP Wishes Clients and Friends A Happy and Safe Halloween!
- - 09/02 – Summer 2020 The Monitor
- - 06/02 – Johnson Fistel Secures Another Significant Victory on Behalf of City of Roswell First Responders
- - 05/27 – Spring 2020 The Monitor
  - 05/27 – Johnson Fistel Welcomes New Attorney Oliver S. tum Suden
- - 04/29 – Monthly Charges and Annual Passes During the COVID-19 Pandemic – Do Consumers Get a Refund?
  - 04/21 – San Diego Magazine Recognizes Frank J. Johnson as One of the “2020 Top Lawyers” in San Diego
- - 03/02 – Winter 2020 The Monitor
- - 01/29 – Johnson Fistel Welcomes New Attorney Jeffrey A. Berens
  - 01/20 – Johnson Fistel Helps Recover $7.85 Million for USA Waste Customers
  - 01/13 – Johnson Fistel Helps Recover $21 Million for Flowers Foods, Inc. Shareholders
  - 01/06 – Attorney Profile: Q&A with Mary Ellen Conner
  - 01/03 – Johnson Fistel Names New Partner
2019
2018
- - 12/05 – Fall 2018 The Monitor
- - 11/01 – Johnson Fistel Supports The Leukemia & Lymphoma Society & Joins Light the Night
- - 10/12 – AT&T – Time Warner: Will This Open the Merger Floodgates?
- - 09/21 – Whistleblowers – Keeping Corporate America Accountable While Being Awarded Millions of Dollars in the Process
  - 09/06 – Summer 2018 The Monitor
- - 08/17 – China Agritech: Bring Claims Before the Clock Runs Out
- - 07/20 – Johnson Fistel Welcomes New Associate Mary Ellen Conner
- - 06/22 – Johnson Fistel Welcomes New Attorney Tiffany Johnson
- - 05/26 – Johnson Fistel – Top Fundraising Team
  - 05/19 – Ninth Circuit Court of Appeals Holds That Negligence Applies in Section 14(e) Cases
  - 05/11 – Independent Contractors or Employees: Is the “Gig” Up in California?
  - 05/04 – Spring 2018 The Monitor
- - 03/23 – Frank J. Johnson recognized As One of San Diego’s Top Lawyers
  - 03/10 – Johnson Fistel Challenges Others to Join the Fight
2017
- - 12/21 – Fall 2017 The Monitor
- - 11/27 – Can Your Company Force You Into Arbitration? The Supreme Court Hears Argument
  - 11/11 – #MeToo – No Longer Silent About Workplace Harassment
- - 09/22 – Summer 2017 The Monitor
  - 09/08 – Spring 2017 The Monitor
  - 09/08 – Winter 2017 The Monitor
  - 09/05 – Johnson & Weaver, LLP Announces Name Change to Johnson Fistel
- - 06/30 – Employment Law “Forget the Labels-Know Your Rights”
- - 04/07 – Blount Stockholders Defeat Motion to Dismiss in Challenge to 2016 Acquisition
- - 03/18 – San Diego Magazine Recognizes Frank Johnson
- - 02/08 – Join Our Newsletter
  - 02/04 – President Trump’s Executive Order On The Fiduciary Rule Should Cause Financial Advisers To Reevaluate Their Duties
- - 01/26 – Court Approves Record Setting Class Action Settlement of $12.75 million for former shareholders of Flow International Corporation.
  - 01/10 – Johnson & Weaver Names New Partner: Michael I. Fistel
2016

Recent Articles

The Top 10 Misconceptions About Annuities And What You Should Know

What Golf Teaches Us About Investing and Financial Planning

Opendoor Investors to Recover $39 Million After Misleading Promises About ‘AI-Powered’ Home Pricing

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