Category: Videos

Self Directed IRAs | Huge Red Flags That You Should Look For

Nov 21, 2018 / protecting investors

In our ongoing weekly video series, Chris Vernon explains why when someone asks you to invest in something but it requires you to open a self-directed IRA, it should starting ringing some warning bells. Whenever you are dealing with an IRA you are dealing with your retirement savings and that means these are funds that you do not want to put at risk. Find out more here:   For a […]

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Advice for Financial Advisors who are Transitioning away from their Broker Dealer

Nov 14, 2018 / Financial Advisors

As evidenced by recent events at Wells Fargo, many financial advisors become troubled by what they perceive to be the greedy practices of their own firms. Top Advisors often begin to see that the internal culture and incentives of their broker dealer are not aligned with the best interest of their clients. As a result, financial advisors often look for an alternative platform that will better serve their clients. If […]

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Reflections on Pittsburgh

Oct 31, 2018 / Videos

We take a break from our standard content for this weeks video to send out our condolences to the people of Pittsburgh, the synagogue, and the family members of the individuals that lost their lives.

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