“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What’s needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework.”
~ Warren Buffett
Protect yourself by naming a trusted contact person
“Think of naming a trusted contact person like wearing your seat belt. You may take 10,000 car trips and never need your seatbelt. But you put it on anyway, every time you ride in a vehicle, just in case. The trusted contact person is like a seatbelt. You may never need it, but its good to have one. Just in case.
If you would like to name a trusted contact person on your investment accounts, speak to your investment advisor. It won’t cost you a dime, but it could save you a fortune.”
Smart Money Protect yourself by naming a trusted contact person
Posted in All Columns, Risk Management