Dear Quentin, I am the trustee/executor for my 103-year-old grandmother. She is alive and mostly doing fine. Lately, she has been allowing me access to her finances so there are no surprises when she dies. I just reviewed her investment-account statements and found that her adviser bought hundreds of thousands of dollars’ worth of five bank stocks last year, just in time for her to lose her money.
“‘The adviser is the son of the adviser my grandmother used decades ago.’”
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