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. We believe companies decide to go...
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...
In our opinion, a college education can easily be one of the most important financial decisions of your and your children’s lives. We believe a higher education has been the primary route to secure a successful future and the costs associated certainly reflect that...
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...
We believe effective budgeting is one of the most important components of a financial plan, yet the task is often overlooked. We have seen that some individuals delay investing towards their financial future because they do not understand the power of compounding...
We believe debt can have a strong negative influence on your financial plan for two main reasons. First, the money that is being charged in the form of interest is being paid to the lender rather than being kept for another potential financial goal. The more debt you...
