Several years ago, we issued an Investor Alert that talked about the fact that income trusts were, in fact, not fixed income investments. At that time, we were concerned that too many retirees were investing in income trusts because they thought that these products would provide ongoing income.
Recently, we decided to issue information regarding exchange-traded funds (ETFs). In this case, we were concerned that people didn’t understand that this term is used to describe a whole category of products, some very risky, some not so risky. We pointed out that investors should determine what type of ETF they are considering and if it was a ‘leveraged’ or ‘inverse’ ETF, they should think twice.
If you know about products that are being introduced to retail investors that require a better understanding of its risk, please don’t hesitate to respond to this blog or to email us with that information. We’ll take a look at the product in question, and if we also have concerns, we’ll issue information outlining the risks and outlining key information that will help an investor make an informed decision.
During the holidays, many of us feel the need to give to those less fortunate. Be aware! Scammers feel the same need – but they feel the need to empty your pockets. Some of us donate throughout the year, and during this holiday season we like the opportunity to give to new and […]
The US Financial Industry Regulatory Authority’s (FINRA) Investor Education Foundation has produced an hour-long documentary called Tricks of the Trade: Outsmarting Investment Fraud, based on four years of research. You get to hear fraud artists describe how they con people out of their money. The film is very instructive. It is well worth ordering. Limited quantities of the […]