Meeting with a financial advisor may seem to some like an invasive experience. Take comfort in knowing there is a good reason financial services professionals prod about your risk tolerance, investment experience and the like.
The SEC’s Office of Investor Education and Advocacy created Investing 101: Investing Basics to provide Americans with thorough information on the various investment products available as well as tips on how to avoid investment fraud.
To help explain the basics and investing, the coalition has released the Basics of Investing Fact Sheet. Review the fact sheet to learn about investing’s role in planning for a financially secure retirement and become better prepared to meet with a financial advisor about investing for your future.