mutual fund agent Archive

  • Why? It's easy money! Accountants and tax professionals have a great business base. They are in a unique position of trust, because of the information their clients disclose to them. Whether they are employed by a company or they maintain an individual practice, there is probably no other person (other than your spouse) who knows as many intimate details of your financial life as your accountant/tax preparer. To abuse this trust for personal gain-no matter how noble the motive may appear-is a total conflict of interest and a huge betrayal.

    How (NOT) to Buy Mutual Funds

    Posted on July 26, 2012 | No Comments
    Why? It's easy money! Accountants and tax professionals have a great business base. They are in a unique position of trust, because of the information their clients disclose to them. Whether they are employed by a company or they maintain an individual practice, there is probably no other person (other than your spouse) who knows as many intimate details of your financial life as your accountant/tax preparer. To abuse this trust for personal gain-no matter how noble the motive may appear-is a total conflict of interest and a huge betrayal.

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