The Money Huddle

The New Frontier For Investors


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In this episode we discuss the recent announcements by multiple custodians that trading fees would be reduced to zero. This change made headlines recently, and it's been widely reported as a game-changer for investors. 

What will the new frontier be for investors as cost barriers continue to face downward pressure?

This move only emphasizes how technology is opening up the investment world to new ideas and markets, yet we feel that the role of a trusted advisor is more crucial than ever. 

We chat about investor behavior, the importance of a plan, college athletes getting paid, and the bank of mom and dad being alive and well. 

Enjoy the conversation!

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Articles we discuss in the show:

CNBC Article about trading fees

https://www.cnbc.com/2019/10/13/battle-for-client-assets-heats-up-as-brokers-cut-fees-to-zero.html

Jeff Bezos quote

https://www.goodreads.com/quotes/966699-i-very-frequently-get-the-question-what-s-going-to-change

College Athletes Getting Paid

https://www.cnbc.com/2019/10/29/ncaa-allows-athletes-to-be-compensated-for-names-images.html

Pew Research Center article

https://www.pewsocialtrends.org/2019/10/23/majority-of-americans-say-parents-are-doing-too-much-for-their-young-adult-children/?

 

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
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The Money HuddleBy Vertex Capital Advisors

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