Investing Info

Where can I get more information on investing?

Avantax Investment Services℠ investment decisions:

Important Information Regarding Avantax Investment Services℠
Guide to Buying Mutual Funds
Guide to Buying Annuities
Guide to Investing in Structured Products
Guide to Investing in Market Linked Certificates of Deposit
Understanding the Differences between Commission-based and Fee-based Accounts
VestAdvisor^®Disclosure Brochure
Learn More About the Cash Sweep
Effects of Rising Interest Rates on Fixed Income Investments
Understanding Retirement Plan Distribution Options
IRS Cost Basis Reporting

Investors can find additional helpful information and resources on the following websites (links will take you to an external website unaffiliated withAvantax Investment Services℠:

www.sec.gov: U.S. Securities Exchange Commission
www.finra.org: Financial Industry Regulatory Authority (FINRA)
Online Brokerage Accounts: What You Can Do to Safeguard Your Money and Your Personal Information
www.sipc.org: Securities Investor Protection Corporation (SIPC)
Investor Bulletin: Ten Things You Should Know About Investing (SEC publication)

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