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A Silvery Slope: Bob’s Story

There are many ways to ensure a deal is right for you. Bob’s investigation process included online research and meeting with his broker in person. But it didn’t include checking his broker’s or the company’s background — and it cost him.


We all want what’s best in life and that begins with making informed decisions. Watch this video to learn how a few simple steps can help you avoid some financial pitfalls.

What Do You Really Know About Your Financial Advisor?

Think you know all you need to about your financial pro? Think again. Learn why and how you should check your broker’s background.

Opportunity’s Knocking Television Advertisement

When an investment opportunity’s knocking, take the SmartCheck challenge!