Being Smart with $$ - Bad Behavior by a Financial Adviser May Be Hard to Spot

I just read an article about a client suing their financial adviser because they lost money on what was supposed to be a conservative investment.  It’s easy to spot bad behavior when you lose money.  But MOST bad behavior is less obvious.  When you make money, you are happy.  But would you be happy if you found out you should have made TWICE as much and the difference went to your financial adviser?  You probably know 10 people this has happened to.  It’s simple.  The earnings on money invested over 20 years at 5% net of fees will be DOUBLE of what that same money would earn if the annual fees were 2% higher.  Maybe you are even paying a big, upfront commission AND high annual fees.  This is far more common than you think.  Be careful of the sales pitch from that adviser who seems like such a nice man or woman.  If you don’t understand what you’re being sold, you are probably one of the 10 people mentioned above.

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