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January 11, 2008, Newsletter Issue #100: Signs of a Good Broker

1

Tip of the Week

A good broker will take time to get to know you. You will be asked about your financial history and your current financial situation, your risk tolerance and your financial goals. You can also expect to be asked about your tax status.

A broker asks these questions in order to recommend appropriate investments for you. Beware of any broker who recommends investments before getting a clear picture of your financial personality.



2

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