Never invest in anything before studying it carefully. If it’s a mutual fund, insist upon seeing the annual report and the prospectus. Make sure that you know what the fund’s objectives are, and that you share those objectives. Find out if the fund has been successful in the past, and whether the manager who achieved that success is still managing the fund.
The same holds true with all types of investments – find out who will be managing your money and what he/she will be doing with it. Invest only if you know enough about the manager’s background to feel comfortable.
Engage with us today to see how our investment strategies can best help you & yours!
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