It’s not uncommon to hear coworkers or friends confidently share their latest investment wins or financial strategies. But what they don’t share is often more important than what they do! Could you fall into this financial trap?
It’s not uncommon to hear coworkers or friends confidently share their latest investment wins or financial strategies. But what they don’t share is often more important than what they do! Could you fall into this financial trap?
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David Rosbotham is published on the ARIF (Association Romande des Intermediaries Financiers) public register for regulated Financial Planners in Switzerland – number 17147 and further information is available upon request.
The information on this website is for informational purposes only and does not constitute asset management or discretionary portfolio management. David is registered as a client advisor in accordance with the Swiss Financial Services Act (FinSA) and affiliated with an official ombudsman. Investment recommendations are made on a non-discretionary basis only.
