2019 Folio News
What Schwab’s fractional shares announcement means for advisers
October 18, 2019 – The offering is intended to attract younger people to investing, but fractional shares could also help financial advisers.
Dad’s Retirement Plan Forced My Mom To Take A Stand
April 26, 2019 – When my dad retired, he announced he was going to manage his portfolio on his own. The thought of having their retirement accounts managed by someone who is just learning -- even if it was my father -- scared my mother.