How can you tell the difference between false prophets and legitimate financial advice? How do you know if the financial expert sitting across the desk from you can actually help? Is his primary interest to pad your pockets, or his own? This 12 question due diligence test gives you the tools you need to figure who you can trust, and who should be ignored. Don’t put your capital at risk without it.
This list results from a lifelong career as both an investment advisor and financial educator. It’s a common sense, insider’s guide to financial advice so you don’t get ripped off.