Attorney Jeffrey P. Coleman explains what investment criteria is the most important and what a person should look for when considering buying an investment.
You know, investment choices have to be made based upon suitability. That means that the investments that are recommended to you, have to meet your requirements, your investment objectives, your risk tolerances.
One size does not fit all. So when a broker recommends to you, their first duty is to get to know their customer to check them out and make sure that they are providing investments that are suitable for your goals and your risk tolerance.