Tag: brokerage account

Tips To Make Sure Your Beneficiaries Are Accurate

There are numerous life events that can make us reconsider who we want to leave money to in our 401(k)s, IRAs, 403(b)s, annuities, life insurance...

Deciphering Cryptocurrency

One of my life’s great regrets was not buying Bitcoin in 2011, when it was worth just 40 cents.  I knew about Bitcoin early on...

Margin Accounts – Another Form of Churning

A previous article by Jack Waymire, What are my Costs when Financial Advisors Buy & Sell Securities? discussed how advisory fees impacted activity in a managed account. ...

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