Briefly Noted

Avoiding Investment Fraud

The SEC recently published “A Guide for Seniors: Protect Yourself Against Investment Fraud.” Though much of the advice seems likes common sense, we think such publications are good if they remind investors to do their own research and not be swayed by a savvy salesperson.

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Here are some recommendations from the SEC:

Ask questions and check out the answers to make sure you fully understand the investment and its risks.

Research the company and the salesperson.

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