No Commissions for Equity Trades

Yesterday, TD Ameritrade announced there would be no commissions for equity trades. They reduced the ticket charge from $6.95 to zero on all stock and option trades. This includes Exchange Traded funds-also known as ETF’s. ETF’s are the largest type of security we use in clients’ accounts. What Does No Commissions For Equity Trades Mean […]

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Some Changes Are Coming

Some Changes Are Coming

Some changes are coming to the content we create.  And we wanted to take a moment to describe  what is happening. Over the past several months we have made a commitment to creating more content for our website. There are two reasons for this.  First, we wanted to help you stay informed about the events going […]

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Going to the Little League World Series

This week we take a break from talking about the stock market. We won’t discuss bonds and interest rates. We also won’t talk about the economy and recessions. This week we talk about The Little League World Series.  Dad and I traveled to Williamsport, PA to attend the first weekend of The Little League World […]

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The Stock Market’s Wild Day: Some Perspective

On Wednesday, August 14, the Dow dropped 800 points. It is a big number for certain. In percentage terms, this translates to a 3% decline.  Let’s try to add some perspective to the stock market’s wild day. Moves this big are not frequent.  It was the 94th time the Dow dropped at least 3% in a […]

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The Hidden Risk In Bonds

Recent volatility in the stock market has many investors looking for “safety”. Many turn to government bonds. But is now the right time to invest in these notes? Today we’ll talk about the hidden risk in bonds. Podcast: The Hidden Risk In Bonds What’s On Your Mind? Do you have a question about what’s happening […]

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Investing in Emerging Technology

Investing in emerging technology sounds exciting.  At least one of our listeners thought so.  He submitted a question wondering how we could invest in the following areas: Artificial Intelligence Internet of Things Blockchain We’ll share some ideas on this week’s episode of What’s Happening Now. Podcast: Investing in Emerging Technology What’s On Your Mind? Do you […]

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The Mini Correction of 2019 (so far)

After July 26, the stock market has experienced a mini correction. And the financial media loves a big down day. They plant the seeds of the next financial Armageddon in our minds. Is it time to panic? Today we’ll address the drop and tell you where we are in the big picture. What’s Happening Now: […]

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A More Conservative Approach

As the stock market and the economy have continued to chug along, we felt it was time for a more conservative approach.  Today we talk about some of the steps we are taking to reduce investment risk for our clients.   What’s Happening Now: A More Conservative Approach (4:36) What’s On Your Mind? Do you have […]

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What’s the Worst Month for Stocks?

What’s the worst month for stocks?  The answer may surprise you.  It did me.  We’ll spend the next two minutes talking about it and why it matters.  Here’s a hint, it has to do with the upcoming Federal Reserve meeting.  This is What’s Happening Now. Podcast: What’s Happening Now: What’s the Worst Month For Stocks? (2:26) […]

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Is This The Top of the Stock Market?

The S&P 500 recently closed over 3,000.  And many people are wondering if this is the top of the stock market?  At least one firm believes stocks are headed higher—much higher.   Podcast—What’s Happening Now: Is This The Top of the Stock Market? (3:40) We have been following First Trust Portfolio’s commentary for some time.  You […]

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