Articles Posted in Investing Tips

  1. Reject aggressive salespeople. Don’t feel pressured to act quickly. Give yourself time to do your homework. Don’t be afraid to say “no.” Request to be put on the “do not call” list.
  2. Ask questions. Ask what licenses the salesperson has. Get copies of all documents you signed and all information shown to you. Never sign blank or incomplete documents.
  3. Get help. Ask for help from a trusted family member, friend, attorney or CPA. Don’t be embarrassed if you don’t understand the investment. Don’t invest in something that you don’t understand.