Breaking News: Charles Schwab Acquires TD Ameritrade

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

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 independent registered investment advisors. The combined company will hold over $5 Trillion of client assets.
  • When we created our own firm in 2016, we considered TD Ameritrade, Charles Schwab and Fidelity.  We felt TD was a better fit for us and for our clients.
  • We hope the merger will combine the best parts of Schwab with what we like about TD Ameritrade.
  • We don’t anticipate this to disrupt our clients.
If you have questions or concerns, please call.  (740)  373-4877 or (800) 860-4871

You can also email us at neal@flemingwatson.com or jim@flemingwatson.com

September Client Letter

September Client Letter

Quarterly reports will be mailed out very soon.  Included with those reports is our September Client Letter.  If you would like to download a PDF copy of the letter, click on th image to the right.

Click image to download

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Download our March Client Letter

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Our March Client Letter

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Click Here, to read our March Client Letter.  In this issue we address our reasons to be both optimistic and concerned about the stock market in the next few years.

 

Thanks for reading!

 

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You can read our previous client letters on our blog page.  We publish our client letters in March, June, and September each year and mail them to our clients.  In addition, we make them available here on our website.

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