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Investor Guides
Practical, step-by-step guides to vetting anyone who asks for your money — drawn from the same public records we use in our reviews.
How to Check Out a Financial Advisor or Investor (Free, in 15 Minutes)
The exact free public records — BrokerCheck, SEC databases, and court dockets — that reveal an advisor's real history before you hand over a dollar. Step by step.
10 Red Flags of Investment Fraud — Taken from Real Federal Convictions
The recurring warning signs in the fraud cases federal courts actually convicted in 2025-2026: guaranteed returns, custody games, affinity trust, pre-IPO 'access,' and more.