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:

Learn More

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:

Learn More

Assignments of Benefits Exploit Vulnerable Floridians

Feb 20, 2019 / Hurricane Irma

Floridians are being ripped off by unethical contractors who recommend assignments of benefits (AOB’s) to begin working on homes impacted by major disasters. An assignment of benefits (AOB) is a much abused, but legally-binding document in which a homeowner assigns the right to collect insurance benefits to a contractor. Although AOBs have a proper place in the contracting world (because they can be a convenient way for homeowners to pay […]

Learn More

Give Where You Live | February 20 & 21 2019

In this week’s installment of our ongoing video series, we take a break from investment news and information to focus on local charity. As many people might know the Community Foundation in Collier County hosts a 24-hour program called “Give Where You Live” in which you can give money to a variety of charities and have your donation, up to a certain limit, matched. Find out more here:

Learn More
Check Your Broker