Articles

FREE Report FIDUCIARY vs SUITABILITY - Protect your retirement. Know the Facts.

Fiduciary vs Suitability

This report covers...

PDF:

2013 Watch list of Risky investments

Investors should watch out and ask questions
FINRA, the Regulatory Authority for Brokers and Brokerage Firms Issues Its 2013 Watch List

76% of Investors Make this Major Mistake! Do You Know The Difference Between...

76% of Retirees Made This Major Investing Mistake

Do you know the difference...

The 5 Biggest IRA Tax Traps to Avoid

The 5 biggest IRA tax traps to avoid

A slew of tax rules are waiting to trip you up when it comes time to move money or cash out your individual retirement account, (IRA) or qualified employer retirement plan.

Click on the following to read more...

PDF:

THE 5 BIGGEST IRA TAX TRAPS TO AVOID.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.