Buyer Beware: Always Read an Investment Firm’s Disclosures

Today, Paul talks about why he doesn’t believe investing with a CFP is enough anymore. Paul shows you how to spot financial firms that forgo proven investing principles, as well as how to tell when an advisor is market timing or working on commission. Paul tells all investors that you can't be fooled by the term “fiduciary” and need to learn how to quickly tell if an investment firm has a conflict of interest.

 

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