In The News

Why You the consumer need to check out the firm You entrust your life savings.

Sad reality, most of you never do! Check out the firm: SEC.gov | FINRA.org Simply type in the name of the Firm in the search box and see...

Delingpole: Study Confirms Donald Trump Is Right – ‘Clean’ Energy Is the Worst

Source: Breitbart.com | By James Delingpole | October 14, 2020 Renewable energy is cripplingly expensive, hopelessly unreliable,...

Money Manager or So-Called Advisor

In this educational video, Brian Rezny discusses the difference between REAL money managers and the so-called advisors that work in the...

Election 2020: Trump vs. Biden on Tax Policy

Source: Financial-Planning.com | By Crowe LLP; Crowe.com While the coronavirus pandemic may have moved the upcoming presidential election...

Morgan Stanley to Pay $950K to Finra, Customers Over Alleged Churning

Finra says Morgan Stanley has agreed to pay $950,000 over alleged failures to supervise one of its brokers who churned client accounts....

DOL Abandons Its Statutory Mission to Protect Retirement Savers

In Deferring to the weak and ineffective SEC standard, the Labor Department is setting aside its much stronger mandate. Source:...

AIG Unit to Pay $40M Over 12b-1, Referral Fees Tied to Teacher Pensions

“Too often educators are targeted with misconduct related to their investments,” said SEC Chairman Jay Clayton. Source: ThinkAdvisor.com...

Morgan Stanley Put My Money in Unsuitable Investments: Elderly Client

Lawyers for an elderly Dallas investor say they have filed a Finra arbitration claim against Morgan Stanley and one of its brokers...

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...

Common Investment and Retirement Errors to Avoid

Investment misconceptions, lack of knowledge, emotions and greed! Click here to read now.

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...

Your Biggest Investment and Retirement Risk

Fiduciary vs Suitability – Wall Street Sales or Real Money Management. Are you making this Costly Investment & Retirement Mistake! CLICK...

Beware of Bonds!

“Don’t let your advisor sink your retirement investment with an outdated, failing asset allocation: the 60/40 portfolio” Click here to...