The Suitability Standard

In this episode of Common Sense Investing, I’m going to tell you about some of the common ways that financial advice can be affected.

Through their regulatory organizations, most financial services professionals are obligated to offer their clients an investment that is suitable. Suitability is a broad term, and there are lots of other factors that may affect the advice that you receive. Let's go over these ending with my opinion on what's the single most logical way to invest.

My name is Ben Felix of PWL Capital and this is Common Sense Investing. I’ll be talking about this and many other common sense investing topics in this series, so subscribe and click the bell for updates. I’d also love to hear from you as to what topics you’d like me to cover in the comment section below!

Referenced in this video:
Is Now a Good Time to Invest? - https://www.pwlcapital.com/is-now-a-good-time-to-invest/
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Visit PWL Capital: https://goo.gl/uPcXg7
PWL Capital Blog Post: https://www.pwlcapital.com/how-does-a-financial-advisor-decide-what-to-invest-your-money-in/
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