Breaking Bad's Walter White's Biggest Mistake
For those of you that watched this series, you are familiar with the premise. The show aired for five seasons, won numerous awards, and was touted as one of the greatest television series of all time.
The Biggest Financial Mistake You Can Make
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.
Schwab to Acquire TD Ameritrade: What does it mean?
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.
Stepping up my game
Credit cards and your college student
