In The News

J.P. Morgan Securities to Pay SEC $1.5M for Share Class Violations

“The brokerage firm failed to provide retail retirement account and charity customers with sales charge waivers and lower-fee share classes.” Source: ThinkAdvisor.com | By Melanie Waddell | January 15, 2020, at 2:12 PM CLICK HERE to read the full...

Bottom Half of Households Nearly 50% Richer Under Trump

“The Trump economy is giving the greatest benefits to those who have been at the bottom, according to new data from the Council of Economic Advisers.” Source: WesternJournal.com | By Jack Davis | January 11, 2020, at 8:16 AM CLICK HERE to read the full...

FINRA Bars Brokers Who Wronged Elderly Clients

Source: ThinkAdvisor.com | By Jeff Berman | January 03, 2020, at 3:48 PM The Financial Industry Regulatory Authority separately barred two brokers who, among other infractions, allegedly treated elderly clients badly and then didn’t cooperate with FINRA’s...

Five Scams That Target the Elderly

“AARP estimates that older adults lose billions of dollars each year to scammers, who are especially active during the holidays.” Source: ThinkAdvisor.com | By Ginger Szala | December 06, 2019, at 4:42 PM   With the holidays rapidly approaching, we...

Asset Allocation Doesn’t Work

Brian discusses asset allocation within an investment portfolio and how it doesn’t work for you as an investor.

Trump’s list: 289 accomplishments in just 20 months, ‘relentless’ promise-keeping.

The Trump administration’s often overlooked list of achievements has surpassed those of former President Ronald Reagan at this time and more than doubled since the last tally of accomplishments after his first year in office, giving President Trump a solid platform to...

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