Author: Cody Berne

World Elder Abuse Awareness Day

June 15, 2020 was World Elder Abuse Awareness Day. The Oregon Division of Financial Regulation used June 15 as an opportunity to remind all of us to help elders be on guard for financial exploitation.

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FINRA Warns Investors and Retirees

FINRA warned investors and retirees about investment advisors who are taking advantage of temporary changes to withdrawal rules from retirement accounts to encourage clients to invest in risky products that often charge high fees.

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