TD and Schwab Conversion

TD and Schwab Conversion

On November 25, 2019, Charles Schwab announced that it would be acquiring TD Ameritrade and the deal officially closed on October 6, 2020. After nearly 3 years of combining operations and best practices, we are excited to announce that your accounts will be moving to...

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Where’s the Recession?

Where’s the Recession?

In the face of significant uncertainty, markets proved to be more resilient to start the year than many investors thought possible. The quarter started off largely upbeat as inflation seemed to be subsiding and many believed that would lead the Fed to stop raising...

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One For the Record Books

One For the Record Books

2022 will go down in history as a landmark year for economics and financial markets, just not the type of year we want to remember. The highest inflation in 40 years, the most aggressive interest rate increases in modern history, and the Russia/Ukraine war were each...

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No Place to Hide

No Place to Hide

There is generally only one free lunch in the investment world and that is diversification. Unfortunately, plain vanilla diversification has not worked this year as both stocks and bonds have seen historic declines. The S&P 500 posted the worst first half since...

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Market Update

We hope everyone and their families are healthy and safe and enjoying the start to summer. The first half of 2022 has certainly been a rough start to the year for both markets and the global economy: facing headwinds from an ongoing war in Ukraine/Russia, high and...

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Looking for Good News

After a year in which the S&P 500 advanced by more than 28%, the first quarter saw major volatility with the S&P 500 ending the first quarter of 2022 down 4.6%. At the lowest point, the 500 largest companies were down 12.5% on March 8th, but rallied nicely...

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