Our Weekly Blog

For nearly 30 years, I have had the pleasure of helping many folks with their financial goals (and trying to fix some mistakes). Usually, one's goals are centered around a particular concern. i.e worrying about retirement, wanting to buy a house, or maybe just paying down debt.

On November 24, 2019 Charles Schwab announced a definitive agreement to acquire TD Ameritrade. Many of you know that TD is the custodian for client assets that we manage. As such, we thought you’d like to know our take on this announcement and what it may mean for us and our clients.