What does fiduciary mean?
Not only is it fun to say, but it’s also a powerful concept. It refers to a relationship built on trust and duty.
Stash is a fiduciary which means we have a fundamental obligation to provide suitable investment advice to our clients and always act in the client’s best interest.
Related questions View all Tips & Guidance
Q. What is the Subscription Plan offering for the “Beta Group”?
For a select group of clients, each plan will include Financial Counseling Advice (i.e Impersonal Investment Advice) as it relates to one or more guides, education materials about investing and financial planning, along with access to open brokerage accounts and a bank account.…1
Q. What is an ADR fee?
U.S. investors can invest in foreign stocks through something called an American Depositary Receipt, or ADR. These securities are issued by a U.S. bank that specializes in trading and represents shares of the foreign stock. They trade on a U.S. exchange like a regular stock. …1
Q. The 2021 Tax Season Dates You Need to Know
There are six important tax dates you should know for 2021. Tax Day is April 15, 2021. You can make 2020 IRA contributions until April 14, 2021, at 3 p.m. EST. Tax season is just around the corner. To help you get organized,…3
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Intro to Stash: Everything You Need To Know To Start Investing
The Stash Way is a few simple principles at the core of investing with Stash.
Fiduciary 101: Why it’s Our Job to be Your Advocate
It’s a big word that means a lot when it comes to handling your money. It defines a relationship built on trust and duty.
Debt and Equity: What Every Smart Investor Needs to Know
You can invest in debt & in equity, but do you really know what that means? We break down the jargon.