Fiduciary vs Suitability
This report covers...
Investors should watch out and ask questions
FINRA, the Regulatory Authority for Brokers and Brokerage Firms Issues Its 2013 Watch List
76% of Retirees Made This Major Investing Mistake
Do you know the difference...
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...
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!
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!
The following article is reprinted from FINRA.org.
Why an Alert on Equity-Indexed Annuities?
The State of Florida has issued a warning...
about deceptive sales practices, free lunch seminars and misleading information about Equity Indexed Annuities.
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