This quarter RJ addresses the recent announcements from three major custodians (Schwab, TD, & Fidelity) that they are lowering their trading costs to $0. You know nothing is free, so RJ shines a light on how custodians really make money and our focus on the all-in costs to our clients when helping you choose who holds your money.
By the way, do you notice anything missing in this quarter’s video?
That’s right, the beard is gone! The results of last quarter’s survey were overwhelmingly in favor of Rene keeping the beard. Seems there may have been one important vote with veto power!