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 readingSeptember 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 Stay Informed. Join our mailing list to stay up to date on […]
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[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”2_3″][et_pb_text admin_label=”Header” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] Our March Client Letter [/et_pb_text][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] 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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