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john70t john70t is online now
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Join Date: Aug 2001
Location: midwest
Posts: 40,466
I'm no expert, but there are different "standards of care" that any licensed professional should be following according to your relationship.
I guess "Fiduciary" means he/she can't suddenly sink all your investments into a construction company his brother-in-law owns one day and then charge you 50% transaction fees:
Fiduciary vs. Suitability Standard of Care Comparison Table
"[Being a fiduciary] means that you have a fundamental obligation to act in the best interests of your clients and to provide . . . advice in your clients’ best interests."

(not to parf but I thought the prez might be trying to get rid of those definitions. I don't know more.)


Also look into no-load funds. Depending.
1% per year paid for your child's https://www.irs.gov/newsroom/529-plans-questions-and-answers eventually equals about 20% loss after a couple decades when they(you) are ready to pay down the school debt.
https://www.thebalance.com/no-load-vs-load-funds-2466715

Last edited by john70t; 03-19-2018 at 06:50 PM..
Old 03-19-2018, 06:48 PM
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