It’s a new year, and that means it’s a great time to start building good habits that will help you avoid investment fraud. Avoiding investment fraud doesn’t have to be a major time investment, but you should regularly be taking time to be involved and do your broker and brokerage research. This year, make it a point to set aside time to:
- Regularly review your account statements. The first signs of fraud are often right under your nose, and it’s important to always carefully look over your account statements for any suspicious activities, including unusually bad (or good) performance, unauthorized trades, unusually frequent trades, etc.
- Check out new investments and products before you invest. Each time you’re presented with a new investment or investment product, take the time to do your own research and learn more. Don’t be afraid to ask lots of questions and verify what you’ve been told.
- Periodically take a look at older investments. Your financial situation and plans may change over time, so it’s worth reviewing your old investments to make sure they are still in line with your current investment goals and performing as expected.
If you’re interested in avoiding investment fraud, don’t forget to also take a moment to order your FREE copy of our helpful book, Five Signs of Investment Fraud …And What to Do if it’s Happened to You. You can receive your FREE copy of this guide by giving us a call or filling out the convenient online contact form on this page.
If you fear you’ve already become a victim of investment fraud, please don’t hesitate to reach out to an experienced investment fraud lawyer with Meyer Wilson today.