Fiduciary Responsibility

PBS Frontline had a special a month ago about investing and retirement.  They focused on fiduciary responsibility and fees related to investing. The 52-minute video can be seen at: http://www.pbs.org/wgbh/pages/frontline/retirement-gamble/ They state that...

How to Reduce your Risk of Fraud

We received a request over email from a client who wanted money wired to a bank for the purchase of furniture.  We filled out the Schwab paperwork and email them to her (at the email her correct email address).  She signed and returned the form but Schwab...