(The Telegraph) - The underlying principle of putting your eggs in more than one basket is alive and well.
....to read the rest of this story see the following:
https://www.telegraph.co.uk/business/2022/04/13/keep-calm-carry-investing-shares-bonds/
By Tom Stevenson
April 13, 2022
Debanking is back in spotlight after Trump said that the country's two largest US banks, JPMorgan Chase and BofA denied him as a customer.
If you're not talking to your clients about Self-Directed Brokerage Accounts (SDBAs), someone else will. As demand rises for more flexible, personalized retirement strategies, SDBAs are quickly moving from “nice to have” to “need to offer.” But not all SDBAs are created equal, and that's where AssetMark sets itself apart.