Investor Education: For Your Information

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Investor Tools

External Websites and Resources:

If you respond to an investment idea like this, you could get scammed! A fabricated website to alert investors to the potential of online fraud. Created by the Securities and Exchange Commission, the North American Securities Administrators Association, and the Investment Company Institute.
A warning on the dangers of foreign currency trading fraud issued jointly by the North American Securities Administrators Association and the Commodity Futures Trading Commission.
A warning on the potential risks associated with investing through self-directed IRAs issued by the Securities and Exchange Commission.
Callable CD Checklist
Not all CDs are created equal. This checklist will help you learn more about Certificates of Deposits and Callable or Brokered CDs.
Before you buy a Callable CD, Take Notes! (PDF)
Use this form to make notes of conversations you have with salespersons or advisers offering you a Callable or Brokered CD.
When Your Broker Calls, Take Notes! (PDF)
A one page worksheet that includes important questions for investors to ask their broker when considering an investment.

Senior Investors

External Websites and Resources:

Senior Investor Resource Center - The North American Securities Administrators Association provides tools you can use to protect yourself against investment fraud.
Ballpark Estimate of Your Retirement Needs - Estimate your retirement needs by using this worksheet, from the Employee Benefit Research Institute
National Center on Elder Abuse- https://ncea.acl.gov/
Protect Yourself from Abuse, Neglect and Exploitation - Tips from the National Center on Elder Abuse
Red Flags of Abuse - Recognize the warning signs
AARP