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Articles to keep you informed

UNIT INVESTMENT TRUSTS

Pooled Money: Understanding Unit Investment Trusts


TRUSTED CONTACT

Establishing a Trusted Contact


CYBERSECURITY

Cybersecurity and Your Brokerage Firm

Email Hack Attack? Be Sure to Notify Brokerage Firms and Other Financial Institutions


FRAUDS AND SCAMS

SEC Educational Videos Aim to Help Investors Spot and Avoid Fraud

Protecting Seniors from Financial Exploitation

IRS Security Summit Identity Theft Tips

Don’t Fall to Cryptocurrent Related Stock Scams

“Free Lunch” Investment Seminars—Avoiding the Heartburn of a Hard Sell


REAL ESTATE INVESTMENT TRUSTS (REITS)

Non-Traded & Traded REITs


RETIREMENT ACCOUNTS

Required Minimum Distributions—Common Questions About IRA Accounts

The IRA Rollover: 10 Tips to Making a Sound Decision

Job Dislocation: Managing the Financial Impact of Unexpected Job Loss

Inherited IRAs—What You Need to Know


MUTUAL FUNDS

Understanding Mutual Fund Classes

Alternative Funds Are Not Your Typical Mutual Funds


BONDS

Duration—What an Interest Rate Hike Could Do to Your Bond Portfolio


TRADING SECURITIES

Raymond James Best Execution Client Letter

It Pays to Understand Your Brokerage Account Statements and Trade Confirmations


TRANSFERRING ACCOUNTS

Power of Attorney and Your Investments—10 Tips

What You Should Know About the Transfer of Brokerage Account Assets on Death


All Investor Alerts from the FINRA.org website, which we believe to be reliable. Please click here for additional investor alerts http://www.finra.org/investors/alerts