by Lance Roberts
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| Choosing a corporate trustee is one of the most important decisions in estate planning—especially if you’re naming a bank, brokerage trust department, or independent trust company to manage assets and carry out your wishes after you’re gone. Lance Roberts & Jon Penn break down how to compare corporate trustees beyond just “lowest fees,” including fiduciary standards, investment flexibility, service model, administrative capabilities, distribution discipline, technology/reporting, continuity, and how they handle family dynamics. #EstatePlanning #Trusts #Trustee #WealthManagement #FinancialPlanning |
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1-28-26 Q&A Wednesday, the YouTube Chat Free-for-all
2026-01-28
Welcome to Q&A Wednesday: The YouTube Chat Free-for-All — our most interactive show of the week.
Lance Roberts & Danny Ratliff answer real-time questions straight from the YouTube live chat. No scripts. No pre-selected topics. Just timely, unfiltered discussion on the issues investors are wrestling with right now.
#QAWednesday #InvestorQuestions #MarketVolatility #FinancialEducation #RiskManagement
5x Leverage Is Too Much Says The SEC
2025-12-05
Wall Street’s financial engineers thought they had found yet another way to turn financial markets into casinos. The gimmick this time is with 3x, 4x, and even 5x leveraged ETFs tied to individual stocks and cryptocurrencies. The SEC just ruled against these new proposals, apparently drawing the line at 2x leverage as the rules state. …
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