Archive | November, 2014
financially fit 2

Get “$” Fit Challenge- November 2014

Feeling Charitable? Where does all the money go? Around the Holiday season it seems that donation requests from charities increase.  Now, don’t get me wrong – my phone at home rings at least 2-3 times a week with solicitations from one organization or another.  It can get rather annoying.  These calls bother me as much […]

Read full story Comments are closed
identity_theft

Identity Theft – Use Caution!!

With the big security breach at Target and other identity thefts  that happened this time last year, it is important to keep an eye out on the potential for your identity being stolen. My daughter and one of our friends both shopped at target last year. My daughter ended up getting a new account with […]

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.