Your Money
This month we decided to increase our market exposure, here's why
We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
This month we decided to increase our market exposure, here's why
This week we look at Blackrock's new millennial investment platform, Stash. We also look at the debt ceiling, along with holiday season trends and a glimpse into the world of politics.
The fiduciary vs. suitability standard debate rages on and Jeff and I have a few thoughts to share. I plan on writing up a longer post on this topic in the future but until then here is an email Jeff recently sent to a client with a few of my thoughts.