My main business is managing brokerage accounts for individuals. Clients can set up all types of accounts for me to manage, including individual accounts, joint accounts, IRAs, and trusts.
I can help clients without directly managing their money. It’s easier now than ever to be a self-directed investor, but it’s always good to have someone in your corner giving you guidance.
The Benen Report is a monthly newsletter that I send out to my clients. I discuss topics related to investing, personal financial decisions, and macroeconomic themes that I think are pertinent.