A prospective client said that the advice their broker gave them was "NOT TO OPEN THEIR BROKERAGE STATEMENT."
When will investors begin to defend themselves?
Some of you may think that I don't believe in investing in the market....I do! But in some traditional ways and in some non-traditional ways. None of my clients lost money in the market in 2008 and I have over 4 million in investable assets under my watch care.
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With more and more brokers being sued nowadays - and most recently with state indictments against some brokers from UBS - it is great to see someone like you who "gets it." Serving as someone's broker is a deep decision of trust ... and too many people foolishly "go blind" when they sign the initial paperwork. As you know, I still watch things like a hawk.
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