Know your advisor

Welcome to the expanded and updated InvestRight ebook! The new Guide to Investing: How to work with your Investment Advisor has loads of information to help you make informed investment decisions, plus a new chapter on investing in private companies, and interactive worksheets to help you:

• Document your financial position and goals
• Choose an advisor
• Work with your advisor
• Make investment decisions and monitor your investments
• Invest in private companies

The Guide also has a one-page Wise Investing Tip Sheet. Post this page of Do’s and Don’ts where you can refer to it frequently. By following its simple advice, you can greatly reduce your chances of making an unsuitable investment or being taken in by a scam.