Comments on: Keep cash in your investment portfolio http://www.thefinancialblogger.com/keep-cash-in-your-investment-portfolio/ This is where your finance takes place Thu, 09 Feb 2012 12:42:32 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: The Financial Blogger http://www.thefinancialblogger.com/keep-cash-in-your-investment-portfolio/comment-page-1/#comment-3563 The Financial Blogger Tue, 07 Oct 2008 10:51:49 +0000 http://www.thefinancialblogger.com/?p=46#comment-3563 Hey Karen, I suggest you have a good discussion with your broker first to review your investment strategy. Then, you can always bring your statement elsewhere and ask for a second opinion. They will obviously try to transfer your investment account but there is nothing forcing you to do it. If they don't bring any valid points (that you can verify with your own broker later on), this means that you have a good strategy ;-) Investment is based on trust. If you feel that you can't trust your broker, this is where you have to start looking elsewhere. Cheers, FB. Hey Karen,

I suggest you have a good discussion with your broker first to review your investment strategy. Then, you can always bring your statement elsewhere and ask for a second opinion.

They will obviously try to transfer your investment account but there is nothing forcing you to do it. If they don’t bring any valid points (that you can verify with your own broker later on), this means that you have a good strategy ;-)

Investment is based on trust. If you feel that you can’t trust your broker, this is where you have to start looking elsewhere.

Cheers,

FB.

]]> By: karen stankus http://www.thefinancialblogger.com/keep-cash-in-your-investment-portfolio/comment-page-1/#comment-3559 karen stankus Mon, 06 Oct 2008 18:11:41 +0000 http://www.thefinancialblogger.com/?p=46#comment-3559 I am a very small investor, and I live on social security. I get just enough from my investments to live on. How do I know whether my portfolio is the way it should be, and not what is good for my broker and his company. I have put my trust in my broker, but am wondering if I should have my portfolio checked out by someone else. Any comments would be appreciated. Thanks I am a very small investor, and I live on social security. I get just enough from my investments to live on. How do I know whether my portfolio is the way it should be, and not what is good for my broker and his company. I have put my trust in my broker, but am wondering if I should have my portfolio checked out by someone else. Any comments would be appreciated. Thanks

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