Tag: Trust beneficiary

Are you invested with a Financial Drug Dealer?

How can you tell?  They don’t or won’t talk about much less recommend low-cost passive index funds.  And they don’t or won’t talk about or own up to fiduciary responsibility verbally or in writing.  They may use esoteric terms (words to impress you, which they often fail to connect to your suitability and or implement) […]

Legalized Pot, Marijuana Stocks and Trust Fiduciary Account Implications

Ever since medical marijuana and recently recreational pot became legal in two states, marijuana stocks are popping up to serve new customers, create sales and profits.  It’s estimated over 94 million people in the US have tried pot at least once including Presidents Obama and Clinton.   This post goes from farm to fiduciary. The Seattle […]