This Trap Could Cost You Hundreds of Thousands

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In this video we'll discuss an investment trap we are seeing a lot come through our office.

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DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes.

The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.

TIMESTAMPS:
0:00 - Intro
0:40 - What are proprietary funds?
2:21 - Who could be invested in these funds?
6:34 - Harvest ad
7:52 - 4 risks of proprietary funds
13:00 - How to protect yourself