Even if you have never been subjected to an investment fraudster's sales pitch, you probably know someone who has. These resources can help you avoid financial fraud.
This free hour-long documentary uncovers the tactics con artists use and outlines the basic tools investors can use to defend themselves. Order now.
Learn who might be most likely to fall for a scam.
Read about the barrage of influence tactics fraudsters use to con their targets.
Take simple steps to protect yourself by reversing the psychology.
Learn how to take your name off telemarketing and junk mail lists.
Be aware of conduct that is prohibited in the securities industry.
Find Out if You're At Risk Before a Con Calls You
In recent research, we found that the majority of investment fraud victims are not who you might think—they're financially knowledgeable, highly educated and self-reliant when it comes to investment decisions. So forget what you might have thought about victims of fraud—and think again.
We've all heard the timeless warning "If it sounds too good to be true, it probably is." It’s great advice, but the trick is figuring out when "good" becomes "too good." And if you have a good salesperson—or worse, a dishonest one—it gets really hard. While there's no clear way to know, in just four questions our Scam Meter will help you tell if an investment you are thinking about might be a scam.
Even if you have never been subjected to an investment fraudster’s sales pitch, you probably know someone who has. Following the legendary Willie Sutton principle, fraudsters tend to go “where the money is”—and that means targeting older Americans who are nearing or already in retirement. "Fighting Fraud 101" explains the tactics fraudsters use and ways for you to protect yourself.
Fighting Fraud 101: Smart Tips for Investors (PDF 329 KB)
Cómo combatir el fraude financiero: Consejos inteligentes para los inversionistas mayores (en Español, PDF 303 KB)
Investors frequently get invited to free seminars that promise to educate them about investing strategies or managing money in retirement—often with an expensive meal provided at no cost. But just because someone buys you breakfast, lunch or dinner doesn't mean you have to buy what they are saying—or selling.
Read tips to help ensure a productive relationship with your investment professional.