Paul discusses an article about a mutual fund that claims to be outperforming everything else. Companies know that investors want the best products available and use it to their advantage. Listen along as Paul and Evan dig into the tactics that companies use to sell you on the “best” funds or strategies and how to avoid them. Later in the episode, Evan shares a strange Facebook investment ad.
How Do You Know an Investment Firm Is Right for You?
Unfortunately, it is not difficult to get into the investment industry as a financial planner with no experience and very little education.