“I feel like he may be taking advantage of us.”
Tag:
adviser
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“Friendliness alone is not a sufficient reason to trust someone with your finances.”
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Investment
Under the Spotlight Rick Mark CEO Harvest Gold & Louis Martin Technical Adviser Harvest Gold
Rick Mills, Editor/ Publisher, Ahead of the Herd: Louis, you’ve been in the exploration development business for many years. Could you please tell us where your knowledge base lies …
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Stocks
‘I told him that wouldn’t fly’: My 90-year-old mother’s adviser pushed her to change her beneficiaries. What is going on?
“He said, ‘I’m just trying to help.’”
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Stocks
‘Poof! His money could disappear’: My boyfriend is 75. His portfolio is down 4% this year. Do we fire his adviser?
“His portfolio is still down from the April slump when everybody else’s accounts have gone up.”
