Category: Videos

Trusting Credit Unions And Broker Dealers

Feb 27, 2019 / Videos

In this weeks video, Chris Vernon discusses buying investment advice from a local credit union. Generally speaking credit unions tend to have good reputations but a problem arises when the credit union becomes affiliated with a broker-dealer. In the last few years there has been a pattern of those brokerage firms selling high-commission products, find out more here:

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Selling Away From The Firm What It Is And What To Look For

Feb 22, 2019 / Videos

In this installment of our ongoing weekly video series, we discuss what it means when investment professionals and financial advisors are selling away from the firm. We want to make sure that investors are aware of this practice and what that could mean for their portfolio, find out more information here:

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