Picking a financial advisor


Investingis not a one-size-fits-all type of pursuit.Do you prefer an aggressive strategy, or a more conservative approach?How do factors such as your age, financial status, and personality relate to investment decisions you plan to make?Does your financial adviser understand your situation and are the two of you basically compatible?

Find the right person to help you

Even before you start considering what to buy, you need to be sure you are working with a reliable, honest and experienced professional that can guide you along the path you wish to follow.Be wary of salespeople who pressure you, who think that they've got one "super," exclusive, "limited-time-only" investment that everyone should own, or who urge you to immediately open an account and do a transaction.