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You should be concerned when...

  • Your gut tells you that you don’t understand what you are invested in and why.
  • You lose more money than you thought you should
  • Your broker never tells you how much you might lose
  • Your broker avoids your questions, or gives you excuses, not answers
  • Your broker doesn’t return your call immediately
  • Your broker tells you "don’t worry, it will come back"
  • Your broker tells you that he or his family own the same things
  • Your broker never accepts responsibility for anything
  • Your broker enters a trade without getting your permission first
  • Your broker tells you after the fact what you invested in
  • Your broker asks you to "sign here" or "just sign it and return it" without explaining in detail what you are signing
  • Trust your instinct, when you have one of these concerns, call us.