A Salesman in Sheep’s Clothing: How to tell if your broker is looking out for your best interest

Imagine this: Your “financial advisor” that has managed your money for years gives you a call. “Sue”, he says, “small-caps are up this year and I think they’re going to continue to go up. I want to sell some of your bonds, which will continue to go down as interest rates start to rise and put that money to work in small-caps. Ok? We just started to offer this new small-cap fund that will be perfect for you!”

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