What are my broker's recommendations based on?

By admin
August 1, 2014

Do you ask for the rationale behind the recommendations your broker is making for your money? Not only do you deserve an explanation, but you need to understand how your broker's recommendations are suitable for your unique goals, risk tolerance, time horizon and ongoing changes in your personal and financial situation—as opposed to being the same cookie cutter ideas everyone else receives. It's also a good idea to make sure you understand how your broker is compensated for the advice you receive and the products being recommended.

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