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Category Archives: Custodial account

Last minute Christmas shopping: The Gift of Investing!

Posted on December 22, 2017 by Matt@DearMrMarket.com
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Dear Mr. Market:th-15

The stock market is closed until the day after Christmas so you can relax on that front but have you procrastinated on your final holiday shopping duties? Over a third of Americans are still out there today finishing up some last minute shopping!

If you’re looking for something unique but also truly impactful…give the gift of investing!

My Portfolio Guide, LLC is also getting into the spirit of giving by doing something no other advisor would consider…as a matter of fact most of our peers would likely laugh at this:

We are offering FREE accounts to any minor! 

My Portfolio Guide already provides free 529 College Savings Plans to children and grandchildren of existing clients but during this holiday season we will open and professionally manage a custodial or Roth IRA for any child.  Continue reading →

Posted in Children Roth IRA, College Savings & Planning, Custodial account, Fees, Financial Advisor, Investing, Investor education, Robo-Advisor, Roth IRA, Saving, Saving money, Savings, Stock Market, UTMA and UGMA accounts | Leave a reply

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