April 18, 2023

Avoid Two Hat Advisors

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Can someone who provides investment advice be just a little bit fiduciary? What is wrong with investment advisors also being commissioned brokers? How can you find a 100% fiduciary advisor?
Listeners ask:

In which types of accounts should various investments be held?

Which is better: Fidelity or Vanguard?

Should we be buying bank stocks right now?

Can securities be sold by a new broker?


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