How to Avoid Becoming a Victim of Investment Schemes

by AAII Staff | July 24, 2019

 

I Have Personally Been a Victim of Fraud

AAII Journal
 editor Charles Rotblut recalls the time his credit card information was stolen and the steps you can take to protect your financial information and to protect against financial fraud. 
  More »
 
   
Avoid Becoming a Victim of Investment Schemes
 
Have you ever been subjected to an investment fraudster’s sales pitch or received unsolicited calls or emails? The investment world is filled with people who want to take advantage of you. This article sets out to help you navigate the investment minefield. You will learn why people fall for investment schemes as well as how to avoid them and recognize warning signs.   More »
Vesa Puttonen
 
 
The Right Type of Life Insurance for Your Estate Planning Needs
 
Life insurance has been associated with estate planning for decades. Life insurance works for estate taxes because they are due when death occurs, the same trigger that pays life insurance death benefits. But one life insurance size doesn’t fit all estate planning situations. This article examines common situations.   More »
 
 
 
 
The Impact of Aging on Cognitive Function
 
Cognitive impairment—trouble remembering, learning new things, concentrating or making decisions—can have a significant negative impact on a person’s finances and investments. Yet there are many individuals out there suffering from cognitive decline who are still managing their finances and investments. This post links to a study from Boston College’s Center for Retirement Research discussing the costs of cognitive decline as well as AAII articles covering the area of aging and its impact on investor abilities.   More »
 
 
 
 
Member Question 

Do you have a plan in place to protect your finances for if or when your decision-making becomes diminished due to cognitive decline?

A) Yes 
B) No 
vote now
Be sure to vote on this week’s question for the opportunity to offer your insights on our open-ended question.


Previous Week’s Results 

Would you consider investing in a marijuana-focused company or mutual fund/exchange-traded fund (ETF) (or have you already invested)?


No : 49%
 
Yes : 40%
 
Not sure : 11%
 

Poll results are as of 9 a.m. (Central) on Monday. 1,741 respondents. 


 
 
AAII Survey: Are Individuals Interested in Investing in Marijuana?
   
  The cannabis industry is flying high these days as an investment avenue. But many investors are hesitant to commit for fear of getting burned. The latest reader question asked whether they would invest or are invested in companies directly tied to marijuana or cannabis-related mutual funds or exchange-traded funds (ETFs). The follow-up special question asked what is keeping them from investing in the cannabis industry.   More »
 
 
 
 
A Lifetime Investment Strategy
   
  This valuable publication shows you how you can outperform professional money managers and the market over the long run. In addition, it will help you understand risk and its relationship to return. It’s not available in bookstores but is one of the many benefits of being an AAII member.   More »

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