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In The News: July 21st, 2020

What protections are in place for investors if their brokerage doesn't make it through the economic downtown? I spoke with Forbes recently and shared what consumers should know.

This one ran elsewhere. Read the full piece at the source.

What Happens If Your Stockbroker Shuts Down?

Modern technology has made the financial industry more accessible than ever before. With the explosion of new online trading platforms out there, it's important to know how you're protected as an investor.

I spoke with Robert Farrington of Forbes recently and shared what protections are in place for consumers when it comes to investing.

Check out the the full article below!

What Happens If Your Stockbroker Shuts Down?

[Photo by Jason Rosewell on Unsplash]

Brett A. Koeppel, CFP®

Brett is a fee-only fiduciary financial planner and the founder of Eudaimonia Wealth in Buffalo, New York. He works with Western New York families at or near retirement on tax-efficient income, Roth conversions, and Social Security timing.

Eudaimonia Wealth, LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. Nothing on this site is investment, tax, or legal advice, or an offer to buy or sell any security. Articles reflect conditions and tax law at the time of writing and may not reflect current rules.

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