Valenti Hanley PLLC

February 2019 Archives

Don't let an unethical broker or financial adviser cost you

As an investor, you want your money to work for you. It should grow in a way that benefits you. Of course, there is always a chance of loss when you make investments, but the decision to take that chance should be made by you --not your broker or adviser.

Know your options for your investment portfolio

As an investor, you have the right to say how your money is handled. You need to know that you can count on your advisor to do what you feel is best for your money. There are times when your advisor might provide options to you that might work better than what you had planned. It is up to you to determine whether you want to take advantage of those options or not. When you choose not to, that advisor should abide by your wishes.

You must be comfortable with your investment portfolio

When you decide that it is time to invest, your investment style has to be a factor in what your advisor chooses for your portfolio. Typically, they will try to determine whether you have a preference for aggressive or conservative investing. These are two very different options, but there are some benefits to having a mixed portfolio.

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