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cover of episode The Current State and Trend of Today’s IPO Market

The Current State and Trend of Today’s IPO Market

2018/10/27
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the current state of the market, particularly the IPO market.

Scott and Pat take a call from a man who wants to know if he should purchase a universal life insurance policy. A caller wants to know where he should invest the money he made from the sale of a property. A caller received an inquiry from a financial advisor. He asked the advisor if he was a fiduciary, to which he replied: “I can be.” Can an advisor *really *be a part-time fiduciary?

Ask a question by clicking here), or email Scott and Pat at [email protected]).