Stock Market Commentary October 2023

Stock Market Commentary October 2023

Update on TD Ameritrade to Charles Schwab Conversion The transition finally occurred this month! Please note you will receive a statement from TD Ameritrade this month showing a zero balance with a transfer out, and then you'll see a Schwab statement showing a...

Stock Market Commentary September 2023

Stock Market Commentary September 2023

Update on TD Ameritrade to Charles Schwab Conversion Since Charles Schwab announced the merger with TD Ameritrade on November 25, 2019, we have communicated the many stages of this process. We have reached the final stage where the transition of your account from TD...

Going Public: The Initial Public Offering Process

Going Public: The Initial Public Offering Process

Not every company is publicly traded, so you may not easily be able to buy shares of their stock.  A company must go through a process called an Initial Public Offering, or IPO, if they want their shares to be publicly traded.   Most companies decide to go public when...

Stock Market Commentary August 2023

Stock Market Commentary August 2023

Update on TD Ameritrade Since Charles Schwab announced the merger with TD Ameritrade on November 25, 2019, we have communicated to you the many stages of this process. We are approaching the final stage, where the transition of your account from TD Ameritrade to the...

Stock Market Commentary July 2023

Stock Market Commentary July 2023

TD Ameritrade Merger and Transition to Charles Schwab Platform Since Charles Schwab announced the merger with TD Ameritrade on November 25, 2019, we have communicated to you the many stages of this process. We are approaching the final stage, where the transition of...

Avoid These Financial Planning Mistakes

Avoid These Financial Planning Mistakes

Effective budgeting is one of the most critical components of a financial plan, yet the task is often overlooked.  Many individuals delay investing towards their financial future because they do not understand the power of compounding interest. Estate planning can be...

Stock Market Commentary June 2023

Stock Market Commentary June 2023

The Debt Ceiling Drama: A Critical Juncture The Debt Ceiling is the maximum amount of money the U.S. Treasury can borrow. Increasing the Debt Ceiling allows the government to pay for obligations like Social Security, government employee wages, and military spending....

Stock Market Commentary May 2023

Stock Market Commentary May 2023

Recent Bank Failure: What Happened and Why? This month, we unfortunately had another bank failure brewing. It was announced that First Republic Bank was seized by regulators, and the bulk of the assets were purchased by JPMorgan, thankfully avoiding another major...

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