I inherited ‘a sizable amount’ from my mom. A monetary adviser took me out for a free meal at an investment seminar and produced ‘some good, appealing points.’ Really should I be cautious?

I inherited ‘a sizable amount’ from my mom. A monetary adviser took me out for a free meal at an investment seminar and produced ‘some good, appealing points.’ Really should I be cautious?

Let’s hope you enjoyed your meals but did not swallow far too a lot of that investment decision guidance.


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Obtaining good, dependable financial assistance is hard. In some cases people today luck into a advice from a friend or acquaintance. Other individuals carry out comprehensive on the internet analysis to discover a professional money manager. Then there are people investors who get a glossy postcard in the mail presenting a totally free steak meal and the possibility to fulfill a savvy economic planner at an “investment seminar.”

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