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In The News: July 21st, 2020 Thumbnail

In The News: July 21st, 2020

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?


Brett Koeppel is a fee-only Buffalo financial advisor, CERTIFIED FINANCIAL PLANNERTM , and the Founder/President of Eudaimonia Wealth.  Eudaimonia Wealth is a fee-only, fiduciary, Buffalo financial planner and wealth management firm dedicated to helping families prepare for and transition into retirement by providing independent, objective financial planning and investment management advice.                   

[Photo by Jason Rosewell on Unsplash]