Conscientious Financial Planning and Retirement Income Management | 201-741-9528
from Lonier Financial Advisory LLC, Osprey, FL

Tag Archives: yield chasing

FINRA to Review Suitability of Yield-Chasing

In the low-interest world we inhabit, yield is investment sugar, can’t get enough of it. Broker reps have an array of commissioned products with relatively high yields that appeal to the yield-starved, but which may not pass even the most cursory broker’s ‘suitability’ test for those who need low-risk steady income, such as those approaching […]