Bob specializes in portfolio construction, retirement accumulation and distribution strategies, and philanthropic planning. Bob’s interest in philanthropy includes investment advisory services for foundations, trusts and charitable organizations.
CERTIFIED FINANCIAL PLANNER™
Boston College, M.B.A.
College of the Holy Cross, B.A., Political Science
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You may have seen the recent news that major brokerage companies like Fidelity, TD Ameritrade, and Charles Schwab are now executing equity trades with no fees. At first glance, this announcement may seem to be good news, but perhaps with potential caveats.