Questions? Comments? Ideas? Drop them here
CEO @jonstein and Director of Behavioral Finance and Investing @dan_bmt will be online at 5pm ET today.pic.twitter.com/QFDq1Ox5k3
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Yep, I love this product, and might use it myself. My advisory team tells me it's a HNW product because of the mortgage tax deduction being so rich for loans up to $750k.
As we build out cash management services, securities-based lending often enters the conversation. I believe we will get there - and having more customers like you ask for it is a driver of our internal conversations! Thanks for the feedback.
