The Prudent Perspective – Q3 2023
In 2014, just before leaving the Federal Reserve, Chairman Ben Bernanke responded to a question about how confident he was in the effectiveness of Quantitative Easing.
Jeremy LauOctober 3, 2023
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Navigating Market Volatility: Tips for Talking to the Beneficiary
It’s no secret that the United States economic outlook has been bleak. In the last three years, inflation rose from a modest 2.3% to an
Kellie CollierJuly 26, 2023
How the TD Ameritrade to Schwab Transition Impacts You
Since 2018, Prudent Investors has used TD Ameritrade (TD) as its custodian to custody its client assets. In November 2019, Charles Schwab (Schwab) announced that
Jared OngJuly 19, 2023
Robo Advisor vs. Human Advisor: Choosing the Right Investment Guidance
AI is taking the world by storm. Chatbots, like ChatGPT and Google Bard, help a wide range of individuals and organizations access specific, straightforward information
Jared OngJune 30, 2023
Financial Milestones: How to Get Ahead at Every Age
If you are one of the millions of Americans who have their money tucked away in a retirement account, you’ve likely caught a glimpse of
Jeremy LauJune 14, 2023
The Prudent Perspective – Q1 2023
“Hell on Two Wheels, Until the E-Bike’s Battery Runs Out.”
In just the last few years, many local communities are coping with a uniquely 21st century moral hazard created by the pandemic: youth on e-bikes.
Jeremy LauApril 26, 2023
The Prudent Investor Rule and UPIA: Intro to Trustee Investing
Fiduciaries carry a legal obligation to act in the best interest of another party. But how should a fiduciary apply this standard to investing assets?
Jeremy LauApril 26, 2023
Crypto Collapse: Everything You Need to Know About FTX and SBF
On November 11, 2022, the world’s third largest cryptocurrency exchange, FTX Group, filed Chapter 11 bankruptcy protection. The press release, released via Tweet, announced they
Jared OngJanuary 4, 2023
8 Common Pitfalls of Investable Assets for Successor Trustees
It’s not uncommon for investors, including fiduciaries, to not have a full picture of what is held in their or their client’s investment portfolio. As
Jeremy LauNovember 11, 2022
Investing in Robinhood: Beneficiary Support Now Included
Free-trading apps, such as Robinhood, have attracted massive user bases with their limited fees, mobile-based trading, and other flexible features that improve consumer access to investing tools and platforms.
Jeremy LauAugust 24, 2022