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ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION

June 6, 2019 | Ask Your Financial Advisor to Sign a Pledge of Fduciary Duty to You

Danielle Park

Portfolio Manager and President of Venable Park Investment Counsel (www.venablepark.com) Ms Park is a financial analyst, attorney, finance author and regular guest on North American media. She is also the author of the best-selling myth-busting book "Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts," and a popular daily financial blog: www.jugglingdynamite.com

The SEC caved to the broker/dealer lobby again yesterday (See SEC’s so-called best-interests rule is a fraud, that protects industry profits, not investors) and refused to hold everyone giving investment recommendations to a fiduciary standard of care.

It is past time for clients and customers to take self-protection into their own hands.  Help yourself and your loved ones:  ask the person you are taking financial/retirement recommendations from to sign the oath below.  If they say they cannot, then find one who will.  You cannot afford to do otherwise.

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June 6th, 2019

Posted In: Juggling Dynamite

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