Protecting Seniors from Financial Exploitation

Every year, millions of seniors become victims of financial exploitation, resulting in billions of dollars in personal losses. A frequent target of scammers, older Americans also often endure financial pressure from caregivers or family members, some of whom take...

Crypto Investment Scams

What You Should Know Crypto* investment scams, commonly referred to as “pig butchering” by scammers, cost consumers billions of dollars. Criminals befriend people to entice them to make crypto investments through phony apps and websites. The investments...

Fighting Fraud – 101 Smart Tips for Investors

Who We Are FINRA is a not-for-profit organization dedicated to investor protection and market integrity. The FINRA Investor Education Foundation (FINRA Foundation) supports innovative research and educational projects that give underserved Americans the knowledge,...

Fraud Victim Empowerment – FINRA

Empowerment After Financial Fraud Many victims feel helpless after experiencing fraud. Not only do you have to overcome the financial loss, but you might also be experiencing a tremendous emotional impact. Master Manipulators Scammers are master manipulators. They use...

5 Documents to Bring to Our Portfolio Review Meeting

A portfolio review is an essential part of managing your financial growth and future goals. To ensure you get the most out of our meeting, you should prepare certain documents that give us a complete, accurate picture of your financial situation. Below is a checklist...