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Nationally Renowned Personal Finance Experts Announce New "Bill of Rights" for Investors
Financial Gurus Ken and Daria Dolan Demand That Americans Be Told the Truth by Their Investment Advisors and Elected Officials on Money Matters
| Source: The Dolans' Money Revolution
WASHINGTON, DC--(Marketwire - April 28, 2009) - Personal finance experts Ken and Daria
Dolan, who are frequently called "America's First Family of Personal
Finance," today released a new "Bill of Rights" to provide Americans with a
greater ability to take control of their money, make smart choices and
demand and get accountability from Wall Street and Washington.
The Dolans, highly experienced personal finance professionals, compiled the
Investors' Bill of Rights based on their more than 20 years of talking with
individual investors on their national television shows and on their
nationally syndicated radio program. During the more than 5000 programs,
Ken and Daria spoke with thousands of Americans and gained first-hand
knowledge of the economic pain people are feeling.
The Dolans' Bill of Rights is part of a new project, dubbed "The Dolans'
Money Revolution™," that combines the Dolans' vast knowledge of personal
finance with common sense advice on fairness and transparency. Visitors to
www.dolansmoneyrevolution.com can download the Bill of Rights, get free
access to three special reports -- "Money Savers: A Dozen Great Ways to
Start Saving Today," "Investment Survival: What Should I Invest in Now" and
"Retirement Rescue: How Much Do I Really Need to Retire?" -- and receive
on-demand videos focused on debt/credit management, retirement planning and
investing basics -- a topic that the Dolans call "Investing 101."
The Dolans' Bill of Rights serves as a guide to what Americans should
demand and expect from their financial advisors, the government and the
companies in which they invest.
"Americans have a right to responsible, ethical and fair recommendations
that meet personal objectives and a right to consumer protections from the
government," says Ken Dolan. "So, we've established a Bill of Rights for
Americans to guide them through what to expect from their financial
advisors."
"We need an investors' bill of rights because we're in an environment where
you have to figure out both what is the best investment for you and how
best to make your hard-earned dollars work for you," said Daria Dolan.
"This is especially important and difficult when, like now, there is a
volatile economy and ever-changing regulations and where you must avoid the
Madoffs of the world."
Daria added, "Investors have to take control of their money and the Bill of
Rights will make that increasingly possible. The simple truth is that no
one cares as much about what happens to your money as you do."
"Whether they are saving, spending, investing or retiring, Americans need
real-life, actionable answers to real money problems," added Daria.
"Current times call for a 'hands-on' approach to educating people on how to
live money smart, debt-free and cash rich. That's what the Bill of Rights
and the Dolans' Money Revolution™ are all about."
The Dolans' Money Revolution™ includes both online and on-demand classes
as well as live classroom training on family money matters. Live training
sessions are scheduled to take place in major cities throughout the United
States beginning in early May.
The Dolans' Bill of Rights includes the following 10 provisions:
1. You have the right to rely on dependable, ethical, and highly
competent financial advisors to help you plan your personal financial
future with recommendations that are in keeping with your stated investment
objectives. But, you have the ultimate personal responsibility for
managing your money!
2. You have the right to expect competent regulation and consumer
protection from the SEC, FDIC and other government agencies and that they
will provide you with effective recourse against fraudulent investments and
promoters without a lengthy and expensive legal battle.
3. You have the right to receive from your investment advisor fair and
unbiased material facts about the risks, obligations, and costs of any
investment before you invest, including a list of what could go wrong and
when to sell.
4. You have the right to be provided responsible recommendations based on
your investment objectives, goals, time horizon, and risk tolerance
5. Up to the legal limit, you have the right to feel totally secure when
you deposit money in a bank. You also have the right for each bank to
provide, by posted notice, its safety rating furnished by an independent
rating company.
6. You have the right to access to your funds at a financial institution
at any time, in a timely manner, and with no check-hold limitations of more
than 24 hours
7. You have the right to question the background, financial stability,
and history of any company or investment professional with whom you plan to
invest
8. You have the right to interview more than one broker/financial planner
at a firm before beginning to invest. You also have the right to request a
different broker/financial planner at any time.
9. You have the right to move your account to a new investment firm
whenever you wish in a timely, efficient manner.
10. As a taxpayer, you have the right to exercise your common sense
ownership rights in the companies you own. This includes the right to
demand that bonuses for senior executives be based on performance and to
expect management to understand that it is the steward of your company
ABOUT THE DOLANS
On their national television shows on CNN, CNN.fn and CNBC and for nearly
20 years on WOR Radio in the New York metro marketplace and fifteen years
in national radio syndication, Ken and Daria Dolan, "America's First Family
of Personal Finance," have dispensed award-winning, timely and actionable
personal financial information with their unique, entertaining and engaging
style. For more information visit www.dolansmoneyrevolution.com