LPL’s Strategic Management Program: How to Tell When a Company Is Gambling With Investors’ Money (Part 1 of 2)

Capturing market returns is one of the biggest factors of investing success, and it comes from proper diversification. After Paul did a recent webinar on the topic, an investor brings Paul a LPL Financial product called the Strategic Asset Management Program (SAMs) and wants to know: Is this product capturing marketing returns or is it gambling with investors’ money? In this two-part episode, Paul and Michael look through this product to find the answer, but also teach you where an educated investor looks to find out what is really happening in an investment product. Listen along as these advisors discover what SAMs are doing with investors’ dollars and give you some tools to spot suspicious behavior in other products.

 

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