Patrick Bobbins, CFA®, CIMA®, Vice President, and Financial Advisor at Wealth Enhancement Group was featured by Fortune in “Taxable Brokerage Accounts: The Most Versatile Investment Option.”
Taxable brokerage accounts are one of an advisor’s favorite accounts because they provide greater flexibility than a retirement account and more investment options than a savings account, says Bobbins. You can trade stocks, bonds, exchange-traded funds (ETFs), or any other security you’d like.
Access the full article authored by Coryanne Hicks here.
