Safeguard #6: Recognize And Avoid Financial Hooks
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To safeguard your money, you must be able to extricate yourself from any bad investment quickly. Of course, the companies that sell mistakes don’t want you to be able to do that, so they use financial hooks to hold your money captive.

Safeguard #5: Understand Your Investment Strategy
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You have a critical part to play in financial planning. Certain responsibilities cannot be delegated to others.

Safeguard #4: Buy Investments That Trend Upward
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Crazy volatile markets push people toward irrational investment schemes. Know how to avoid them in order to safeguard your money.

Safeguard #3: Insist on Publicly Priced and Traded Investments
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One important safeguard is to insist on investing only in liquid assets. Investors undervalue liquidity 99.9% of the time. You need to be in the other 0.1%.

Safeguard #2: Walk Away from “Too Good to Be True”
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There are several investment safeguards you should insist on. One is to avoid any investment opportunity that sounds too good to be true.

Safeguard #1: Do Not Allow Your Advisor to Have Custody of Your Investments
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I was recently asked if investors should trust their financial advisors. And my short answer, you may be surprised to hear, was no. Your financial advisor should not also have custody of your investments.

Financial Help for the New Year
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You owe it to yourself and your family to make certain you keep your financial New Year’s resolutions this year.

What Your Advisor Doesn’t Want You to Ask
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Probably the most important question you can ask of anyone offering you financial advice is, “Do you have a legal obligation to act in my best interests?”

Ruling Allows Broker Conflict of Interest
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Currently, stockbrokers can offer the same services as Fee-Only financial planners without being accountable to the same fiduciary standards. This exemption to the Investment Advisers Act of 1940 has been called the “Merrill Lynch rule.”

How to Avoid Higher Cost Mutual Funds
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If you rely on a commission-based financial product salesperson, you will probably be sold the wrong kind of funds.

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