New Article – Banks Quoted in Investment News Article

Investor Defenders have published a new article. Banks Quoted in Investment News Article Regarding Expungement Language Investor Defender attorney Robert S. Banks, Jr. was recently quoted by Investment News, in an article about FINRA arbitration expungement procedures. Be sure to check their website for the full article. If you have concerns about your financial advisor or investment portfolio, […]

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New Article – FINRA Examines Broker Compensation Conflict

Investor Defenders have published a new article. FINRA Examines Conflict in Broker Compensation As reported by Investment News recently, FINRA has sent letters to brokerage firms asking about Broker Compensation. The goal is to discourage firms from selling products that benefit the brokerage firm and the broker at the expense of the customer. Be sure […]

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New Article – Asset Allocation

Investor Defenders have posted a new article. Asset Allocation – The Life Raft in a Stock Market Storm Stock market decline should not rattle investors who are properly asset allocated. Asset allocation as a predictor of stock performance. The recent plunge in the stock market is grabbing headlines and making investors anxious. Be sure to […]

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New Article – Banks Speaks to DFCS About FINRA Arbitration

Investor Defenders have posted a new article. FINRA Arbitration 101 Securities attorney Robert S. Banks, Jr. traveled to Salem, Oregon today to discuss FINRA arbitration with a select group of regulators at the Department of Finance and Corporate Securities (DFCS). Banks’ presentation detailed the arbitration process from start to finish. Be sure to check their website for […]

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Blachly’s Article Featured in The American Bar Association Publication

Congratulations to SYK attorney Victoria Blachly.  Her article “Uniform Fiduciary Access to Digital Assets Act: What UFADAA Know” was recently published in Probate & Property, a Publication of the Real Property, Trust and Estate Law Section. Her article explores the issues that arise when a family member passes away, or becomes incapacitated, in an increasingly […]

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Greg Lutje’s Article “High Times or High Risk?” Featured on WFG News

“In November 1998, Oregon voters approved Ballot Measure 67, which allowed the medical use of marijuana within specified limits. The following year the Oregon Medical Marijuana Program was created to administer the registration program. As a result, there are currently approximately 230 medical marijuana dispensaries approved (by the Oregon Health Authority) for operation in Oregon.” […]

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Valerie Sasaki Promoted to Partner in the Firm

Samuels Yoelin Kantor LLP is pleased to announce that Valerie Sasaki has been promoted to Partner in the firm. Since joining Samuels Yoelin Kantor in 2012, Ms. Sasaki has specialized in jurisdictional tax consulting, business tax and planning issues, and other corporate matters. We are so happy to have her intellect, creativity and heart to […]

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