4 Considerations for Avoiding Financial Scams

In a Physicians Practice article, Janet Kidd Stewart discusses ways in which physicians may be susceptible to financial scams and ways to avoid them.

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Here are four considerations for physicians with regard to avoiding financial scams:

 

1. Highly speculative investments may be far riskier than your portfolio can handle, even if you have the qualifying income.
2. Hire professional investment managers as plan fiduciaries, not physicians themselves.
3. Understand the scope and limitations of any other adviser endorsement.
4. Anytime money changes hands investors should consider the possible conflicts of interest.

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