With the recent banking crisis, I've received a lot of emails asking me two related questions. First, what would happen to our investments at a broker if that broker failed. Second, what would happen to an ETF or mutual fund if the company behind the fund failed?

We cover both of these questions in today's video.

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Video Resources
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SVB Balance Sheet: https://d18rn0p25nwr6d.cloudfront.net...
Schwab Balance Sheet: https://content.schwab.com/web/retail...
What if Vanguard went bankrupt: https://investor.vanguard.com/investo...
FINRA: https://www.finra.org/investors/alert...
Fidelity Safeguarding accounts: https://www.fidelity.com/why-fidelity...

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Investing Tools
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My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/personal-capital
New Retirement (Retirement Planner): https://robberger.com/new-retirement
Stock Rover: https://robberger.com/stock-rover
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/m1finance-bonus
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Credit Cards & Banks
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My Favorite Credit Cards: https://www.allcards.com/best-credit-...
My Favorite Online Banks: https://www.allcards.com/best-online-...

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Popular Videos
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#broker #bankruptcy #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

LET'S CONNECT

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.