ADVICE MATTERS
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Questions to ask when your advisor recommends an investment
  • Why are you recommending this investment?
  • What is the performance record of this investment?
  • What are the risks?
  • How does this meet my investment objectives?
  • Will it alter my asset allocation?
  • How will this help me reach my goals?
  • Are there other choices that would help me reach my goals?
  • What will it cost me now, and in the future?
  • Are you receiving fees for the sale of this product? How much will you be compensated?
  • When can I get my money back out? What if I need it sooner or change my mind?

 
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