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| Are you susceptible to investment fraud?
Investment fraud schemes cost Americans tens of billions of dollars annually, but you probably think that you would never fall for any of them. A study revealed three key differences between investment fraud victims and the general investor population. Here are common traits of victims — and a quiz that might predict vulnerability.
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| Is someone casing your estate?
You likely have money, property and other items of value that you plan to leave to loved ones. But do they know your plans? It’s important that you tell them sooner rather than later.
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| | | | | | | | | | Ask yourself: How is my 401(k) operating?
From the investment choices made available to the fees you’re being charged, it’s time to take a hard look at your retirement plan. Listen as Ric shares a story of employees at a Wall Street firm who did this very thing.
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| | | | | | | | | | Join us for our free webinar: Investing for Your Future
Topics we will cover include: The fundamentals of investing How to identify your investment risk tolerance Three key investment management strategies to help ensure your money lasts in retirement Tips to better define your financial goals and get help Register now to learn how to prepare for the challenges of a changing world.
Tuesday, Dec. 3, at 2 p.m. & 7 p.m. ET
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| | | | | | Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
All information provided is for education purposes only and does not constitute investment, legal, or tax advice, an offer to buy or sell any security or insurance product or an endorsement of any third party or such third party's views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals, or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personalized individual investment advice.
This material was prepared for informational and/or educational purposes only. Neither Financial Engines Advisors L.L.C (also referred to as Edelman Financial Engines) nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
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