1. 61667 POINTS
    Steve Savant
    Syndicated Financial Columnist, Host of the weekly talk show Steve Savant's Money, the Name of the Game, Scottsdale Arizona
    Product suitability is very important in purchasing investments. It is highly recommended that a personal financial profile be performed that includes a risk tolerance assessment, financial goals, timelines to achieve those goals and determine the potential buyers effective tax bracket. All those pre-purchase components should be used in quantifying product suitability .
    Answered on September 5, 2013
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