[VIDEO] Is Your Retirement Vehicle Adaptiv?

Dear Friend: A little over 2 weeks ago, we had a great time enjoying good food and company while talking markets with over 100 clients and guests.We appreciated all those who could make it (even with the snow!) and for the tremendous feedback. For many, their schedule doesn't always allow them to attend these free education [...]

By | 2018-05-04T20:31:13+00:00 May 4th, 2018|Blog, Equities, Financial, International, Security, Stocks|0 Comments

U.S. Securities And Exchange Commission Warns Of Government Impersonators

Dear Friend: The U.S. Securities And Exchange Commission (SEC) has issued an Investor Alert regarding fraudsters who are impersonating SEC employees and contacting investors to purchase stock, confirm trades, send money, or reveal sensitive information.  This alert informs investors that the SEC does not contact investors to confirm trades, set up accounts, or record trade details, and reminds investors not [...]

By | 2018-04-05T14:39:48+00:00 April 4th, 2018|Blog, Equities, Financial, Governments, Security, Stocks|0 Comments