7 Investment Scams, Tricks, and Fine Print to Beware

By |2024-05-10T10:00:28-04:00May 1st, 2024|Info|

#1 The Financial Advisor Bait and Switch There are hardworking, honest financial advisors. Then there are those who will do a bait and switch. The bait is the promise of low fees and costs. The dishonest advisor proclaims the low fee they will charge for their services. And the upfront fees are low. The switch is in what they end [...]

7 Ways Financial Advisors Fool You

By |2024-06-03T13:45:32-04:00March 3rd, 2024|Info|

#1 Hidden Costs Some financial planners and stock brokers have built a business model on hidden costs. Fees are in financial products from mutual funds to annuities. A load mutual fund carries a sales charge that gets paid to the person selling you the fund, as well as a fee to market the fund to others. Another hidden cost is [...]

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