TD Ameritrade is our primary custodian. They hold almost all of our client investment accounts. On Monday, they announced a deal with Charles Schwab. Video: Schwab Acquires TD Ameritrade https://youtu.be/CSDE08U6XYE Here are some highlights: The deal is reported to be $26 Billion and is an all stock acquisition. This will be the largest custodian for […]
Continue readingYear End Tax Tips for 2019
Only five weeks remain this year. Today we offer some year end tax tips for 2019. On this show we talk about: Loss Harvesting Qualified Charitable Distributions And Capital Gains Distributions from Mutual Funds Watch: Year End Tax Tips for 2019 https://youtu.be/MkYupvzGSJ4Please be sure to subscribe to our YouTube Channel and like our Facebook page. […]
Continue readingIs Gold A Good Investment?
Is gold a good investment? We answer a listener question about the shiny metal. We will discuss: Where gold really shines Some potential costs And things to consider when deciding if it is right for you. Watch: Is Gold A Good Investment? https://youtu.be/yquQP1ny4FkPlease be sure to subscribe to our YouTube Channel and like our Facebook […]
Continue readingA Fishy CD Ad
On today’s show, we talk about a fishy CD ad. It reminds us if things sound too good to be true, they probably are. Watch: A Fishy CD Ad https://youtu.be/hIGzDl2aMNYPlease be sure to subscribe to our YouTube Channel and like our Facebook page. Audio Only Version: Stay Up To Date. Join Our Mailing List. Each […]
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