Articles

SPECIAL REPORT Fiduciary/Registered Investment Advisor Questionnaire

SPECIAL REPORT - 12 QUESTIONS EVERY INVESTOR NEEDS TO GET ANSWERED IF YOU WANT INVESTMENT MANAGEMENT & ADVICE THAT'S IN YOUR BEST INTEREST...

Find out the FACTS, You will be glad you did.

PDF:

Fiduciary Questionnaire.pdf

2012 WATCH LIST OF RISKY INVESTMENTS!

INVESTORS Should Watch Out and Ask Questions:
FINRA, the Regulatory Authority for Brokers and
Brokerage Firms
Issues Its 2012 Watch List

Salesman or Really Money Management, Don't Be Fooled by Titles!

MISCONCEPTIONS, Sales or Money Management. What are you really geting with your advisor? What you don't know about your advisors real roll could be harmful to your Wealth and Retirement!

Click on the following PDF link and read Are You Being Fooled by Titles?

PDF:

DONT BE FOOLED.pdf

10 Investment Mistakes To Avoid!

COMMON INVESTMENT AND RETIREMENT ERRORS TO AVOID

Investment Misconceptions, Lack of Knowledge, Emotions and Greed!

Click on the following PDF link and read what you should know!

PDF:

10 Investment Mistakes to Avoid. 1.pdf

Tricks of the Trade: The Annuity Salesperson

TRICKS OF THE TRADE, THE ANNUITY SALESPERSON

If you haven’t seen or heard the pitches for equity indexed annuities, you probably will before long. Wall Street has identified this as a profitable product – profitable, that is... for THE ANNUITY SALESMAN!

Equity-Indexed Annuities—A Complex Choice

The following article is reprinted from FINRA.org.

Why an Alert on Equity-Indexed Annuities?

Equity Indexed Annuity Alert

The State of Florida has issued a warning about deceptive sales practices, free lunch seminars and misleading information about Equity Indexed Annuities.

Do You Know The Difference Between a Stock Broker, Insurance Agent and a "Fee-Only" Registered Investment Advisor?

The Securities and Exchange Commission published a report examining the public’s understanding of the differences between brokerage firms

(Companies selling investments and products) and investment advisory firms (those giving advice or managing investments for a fee), and found that there is much confusion in the mind of the public between the two.