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IRA investors – It is still “buyer beware”
IRA investors – It is still “buyer beware”

IRA investors – It is still “buyer beware”

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The proposed rule requiring registered representatives of stock brokerage firms to act in the best interest of the IRA owner has been delayed again. Don discusses the difference between brokers and pretend and real fiduciaries. Gene called from N. Carolina with related questions.
This week’s show covered the choppiness of the current market, the negative trends in foreign markets and gold.
Edith called with questions about capital gain taxes.

Investor Resources Podcast

  • Bond Bear Market June 21, 2024
  • Bye-Bye Rate Cuts May 12, 2024
  • Change is Hard May 11, 2024
  • Don’t Tell Me! May 10, 2024
  • 10 Years From Now May 9, 2024

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Bothell Office: 22722 29TH DR SE, Suite 100; Bothell WA, 98021  Phone: 425.673.5000

Port Orchard Office: 1922 Pottery Ave., Suite 110·Port Orchard, WA 98366  Phone: 360.895.9119

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