This is the Invest Ed® Investment Minute,
the voice of investor protection in Oklahoma.
Just as every investor is different, so too
are investments. One size does not fit all.
What may be a suitable investment for you
may not be right for another, particularly
between long verses short
investment horizons.
For example, if you need cash in the near
future, an investment with steep withdrawal
penalties may not be for you.
Be wary of the suitability for you of high
risk investments, index fixed, variable or
charitable gift annuities, and
different class shares of mutual funds.
Your broker must know your financial situation
and refrain from making recommendations that
they know to be unsuitable.
When your broker fails to live up to applicable
ethical standards, great harm can be done.
Visit us at investedok.org for more unbiased,
investor education information and resources.
The Invest Ed® Investment Minute is designed
to educate you about securities fraud.
