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Contact our Self-Directed Experts. Schedule A Call or Leave A Message

Contact our Self-Directed Experts.
Schedule A Call or Leave a Message

custodian

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So far custodian has created 44 blog entries.

The Online Trader (with apologies to Lewis Carrol)

‘Twas brillig, and the flicky leaders Did maxi and move in the browse: All downy were the shorteaters, And the bearees did grouse. “Beware the Hedgeefun, my son! The urge that rides, the trends that catch! Beware the Upward Ride, and shun The frumious Panickrash!” He took his wirless mouse in hand: Long time [...]

2020-12-30T14:52:14-05:00 May 23rd, 2012|Humor|

Is Your Self Directed IRA Affected By This Lawsuit?

The Wall Street Journal reported today that two self directed IRA custodians are facing a major lawsuit. Entrust and Equity Trust are being accused of not performing due dilligence when approving financial advisors, as well as outright fraud by misrepresenting individual client accounts. However the dust eventually settles, one thing remains clear: it behooves [...]

2018-08-20T20:59:24-04:00 April 17th, 2012|Financial News|

“The 401(k)” (with apologies to Edgar Allen Poe)

Ah, distinctly I remember, it was in the bleak December, And like a quickly dying ember, my 401K hit the floor. Eagerly I wished the morrow; vainly I had sought to borrow From Fox News surcease of sorrow, sorrow for my dwindling 4, For my once profitable retirement fund that began with number 4, [...]

2020-12-30T14:47:50-05:00 February 7th, 2012|Humor|

Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.