Investor Alerts

MOST RECENT INVESTOR ALERTS

April 3, 2019 Social Sentiment Investing Tools—Think Twice Before Trading Based on Social Media	March 18, 2019 Broker Imposter Scams: Remember To Ask And Check
March 4, 2019 Beware of Fake Check Scams	February 21, 2019 High-Yield CD Offers Can Be Bait for High-Commission Investments

September 23, 2002

Should You Exchange Your Life Insurance Policy?

If you own a life insurance policy, you may have been approached to exchange it for another new policy. You need to know that even though the tax laws make the exchange income tax free and the new policy may appear better to you, you may be losing - not gaining - if you make the exchange.
November 15, 2001

Fears of Anthrax and Terrorism Spawning Investment Scams

Have you received faxes, spam, or junk email urgently recommending that you invest in stocks of companies that make defense, anti-terrorism, or biological detection products? If you have, you may be the target of an investment scam.
August 10, 2001

"Stretch" IRAs—Too Much of a Stretch for You?

Individual Retirement Accounts (IRAs) have been extremely popular as retirement vehicles for the past generation of investors. The tax deferred savings for retirement has been described as the best tax break available to middle class Americans. In response to recent IRS rule changes, a new variation on the traditional IRA – "stretch" IRAs - offers potentially huge payoffs that will be difficult for most investors to get.