Investment Advice For Seniors

Five Ways To Protect Your Retirement From Washington's Fiscal Follies
For retirement advice and tools, whatever your age or assets visit The Forbes Retirement Hub. ... Read News

Senior Safe Money Strategies
Retirement Survival for Seniors Investment Planning and Estate Planning are some added informational chapters to help seniors in need of advice in areas related to money, investing and any problems that may occur in those areas of their lives. ... Read Content

PRESS RELEASE December 12, 2005 Regulators Urge Investors To ...
Among seniors by implying a particular level of training on issues important to the elderly. But the training investment advice for compensation. “The ‘senior specialist’ would be offering investment advice as an ... Fetch Full Source

Obama Administration Record for Seniors - The White House
Ensuring seniors and their families get the support they need. And the Obama Administration has also worked to protect seniors and taxpayers by cracking down on Medicare fraud. The Administration is also updating guidelines to make unbiased investment advice ... Document Viewer

Equity Unlock Loan for Seniors Fact Sheet
Seniors Fact Sheet Description Equity investment purposes. • Personal investments e.g. purchase of an investment property or shares. • Building/construction purpose. • It is mandatory that independent legal advice is obtained and a Statutory Declaration is signed. ... Access Doc

Press Briefing By Press Secretary Jay Carney, 1/8/2013
James S. Brady Press Briefing Room 12:56 P.M. EST MR. CARNEY:  Good afternoon, ladies and gentlemen.  Thank you for being here.  Before I start, it is amazing, in today’s era of lightning communications, how this already seems to be a moment that's passing, but it is worth pausing to remember, perhaps in my mind, the greatest political journalist ever, and that's Richard Ben Cramer.  When I got ... Read News

Testimony Of Sandy Praeger, Kansas Insurance Commissioner And ...
Gerontologist,” that imply expertise in providing investment advice to senior citizens. However, those ages, not just for seniors, and there was a strong feeling among regulators that the protections of the ... Retrieve Full Source

Gold As A Weapon In The Currency War
There is a war raging behind the scenes among the world's currencies. Chris Mancini, an analyst with the $400 million Gabelli Gold Fund, believes that gold will emerge the victor. ... Read News

A Guide For - U.S. Securities And Exchange Commission | Homepage
Who has provided unsolicited investment advice. What can i dO tO avOid beinG scammed? Ask questions and check out the answers. seniors to the very real threat of affinity fraud—scams that prey upon members of identifiable groups, such as religious ... Access Document

When Getting Financial Advice, Don't Be Fooled By Impressive ...
A "certified senior advisor" may sound like a trustworthy person to provide investment advice to the elderly, but beware! While the title has an impressive ring to it, it doesn't to sell annuities to seniors. Thousands of financial advisors market themselves as trained to provide advice to ... Return Document

Franklin Templeton Investments - Wikipedia, The Free Encyclopedia
Franklin Resources Inc. is a holding company which, together with its subsidiaries, is referred to as Franklin Templeton Investments ; it is an investment firm originally founded in New York in 1947 as Franklin Distributors, Inc. It is listed on the NYSE under the ticker BEN, in honor of ... Read Article

Seniors And Mutual Funds - Canadian Fund Watch
Attempts by seniors to obtain restitution from bad advice have generally led to more stress, legal expenses and aggravation. Fund companies tend to draw the investment, accounting or tax advice and should not be relied upon in that regard. ... View Full Source

Senior Living - Active Adult Retirement Communities for Seniors
Benefits to Seniors Living. Real Estate Advice from Elizabeth Weintraub. Reasons to Move; Buying Before Selling Your Home; Investment Properties; Market Facts & Trends; Second Homes; Home Styles; Real Estate Vendors; Home Buying / Selling. About.com; ... Read Article

How To Invest 2012 - Asset Allocation - Mutual Funds ...
Asset Allocation Beats Investment Selection. Consider this: and should not be misconstrued as investment advice. Under no circumstances does this information represent a recommendation to buy or sell securities. Related Articles. ... Read Article

SUPERIOR COURT OF THE STATE OF CALIFORNIA COUNTY OF SANTA ...
Target seniors through mass-mailings and flyers posted at senior centers and other and is thereby licensed to provide investment advice and sell various investment products. Defendants Holody and Sherr incorporated and operated AEPC, ... View Full Source

Seniors’ Living Fund - MARQ CAPITAL
Constitute investment advice and any recipients should consider obtaining their own independent advice before making any decision that relies on this information. Seniors’ Living Fund • MARQ Capital is a boutique property investment manager. ... Fetch Full Source

Over 50's Life Insurance Guaranteed Insurability? - YouTube
Help with 0ver 50's life insurance with expert advice and help from Peter O'Grady. 1:02 Watch Later Error Guaranteed Life Insurance For Seniors by georgettep1 245 views; 2:42 Watch Later Error Why Life Insurance Over 50 is a Good Investment by LifeNetInsSolutions1 12 views; ... View Video

Senior Fraud Risk Survey - Sales Quality Research Group ...
• While 75 percent of seniors have not had an investment professional tell them they have a special accreditation to advise senior investors, of those who have, nearly half (46 percent) indicated it made them more likely to listen to their advice. ... Read Here

Financial Services Issues For Senior Citizens
Comfortable retirement, due to the lack of adequate investment and saving; these are valid concerns that require careful analysis and proper strategies by are increasingly seeking to provide advice to seniors and those approaching retirement. ... Fetch Document

NEVADA LEGISLATURE NEVADA SILVER HAIRED LEGISLATIVE FORUM
• Recommendation No. 2 — Protection from Unsound Investment Advice Ms. Dimmitt stated that this recommendation called for the Forum to include a seniors from victimization by investment advisers. 3 . The Forum APPROVED THE FOLLOWING ACTION: ... View Document

Senior Specialists: Look Beyond The Credentials
Has urged seniors to carefully check not only the credentials of providing investment advice for compensation. The senior specialist would be offering investment advice as an unregistered investment adviser and, therefore, be subject to enforcement ... Fetch Here

Diversified Direct Property Fund - MARQ CAPITAL
The information does not constitute investment advice and any recipients should consider is 89% Australian Direct Residential & Seniors Living and % Australian Direct Industrial. MARQ Capital Limited intend to retain the present asset allocation with ... Return Document

Senior Project - Wikipedia, The Free Encyclopedia
Some people feel a senior project is a far more useful investment of a students' time in a Language Arts classroom than the traditional literature approach. The expanded Graduation Project is centered in the English classroom but occurs across the four years of high school. ... Read Article

State Financial Regulators Roundtable Guide To Financial ...
The Use of Financial Planners and Investment Advisers Many seniors in planning for investments, retirement and estate disposition are considering investor, that is he or she must provide investment advice that is for the best interest of the ... View Doc

TESTIMONY OF JOSEPH P. BORG
The dissemination of investment advice for compensation. If the salesman is not properly Fraudulent investment sales to seniors will remain a problem of epidemic proportions as long as the benefits to the perpetrators outweigh the costs. ... Fetch Here

Reverse Mortgage Per Suze Orman's - YouTube
Its just another way to scam seniors out of their money. If interest rates go up at all many will be loosing their homes. 1:23 Suze Orman gives advice on Adjustable Rate Mortgages by CNBCtv 24,374 views; 9:23 "Reverse Mortgages: ... View Video