Dana and Brad discuss how to protect yourself from investment institution mistakes as well as preparing your children financially. Takeaways: Financial institutions can make mistakes; it’s important to keep track of your financial accounts to hold them accountable. Only 22% of parents are confident they can teach their children the basics of investing. Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes With an Estate Plan” Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.
