On Sunday, January 7, 2018, the?Palm Beach Daily News?featured an article authored by Partners Matthew Thibaut and Jason Haselkorn. The article was a part of a publication supplement sponsored by the Palm Beach Estate Planning Council. Mr. Thibaut serves as the Chair of the Supplement Committee and Secretary of the Palm Beach Estate Planning Council.
INVESTMENT LOSS RECOVERY?WHAT ABOUT ?UNREALIZED? LOSSES?
By Matthew N. Thibaut and Jason S. Haselkorn
Co-Chairs of the Investment Loss Recovery Team
With financial markets at or near an all-time high level and the 2008/2009 Financial Crisis in the rear-view mirror, many investments and portfolios are performing well. However, certain investments and asset classes have not performed well in recent years and continue to suffer significant declines, i.e. bonds issued by Detroit, Michigan and Puerto Rico, as well as a myriad of investment products correlated with the oil, gas and energy sectors?.