
Watch for guaranteed returns, secret methods, requests to send assets to unfamiliar destinations, difficulty withdrawing, vague fee explanations and credentials that cannot be verified. Use official databases such as FINRA BrokerCheck and Investor.gov. Never rely only on links supplied by the person making the pitch.
Put it into practice
- Write down the decision before acting.
- Define the risk in dollars and time.
- Review the result and improve the process.


