Update on the TD Ameritrade/Charles Schwab Merger
TD Ameritrade/Charles Schwab Transition Update Key Info Packets Key info packets were mailed around Aug. 1. This packet includes a letter with the client’s new account number(s), plus important details about the transition and what they can do to avoid disruptions in accessing their account after the conversion. The packet…
10 Ways to Honor Dad on Father’s Day
Fun, tender and sacred memories you can create with your dad this day and every day. 1 – Spend Unhurried Time Sounds simple, but with our busy lives, it takes intentional planning to find time for unhurried eyeball-to-eyeball moments with our loved ones. If you can’t be there in person with…
Starting a Roth IRA for a Teen
Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may benefit both of you. Rules for setting up a Roth IRA. If your teen has an earned income, you may…
Inventorying Your Possessions
Only four in ten Americans have a home inventory, despite the fact that 3.4 million Americans were displaced by natural disasters in 2022.1,2 It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement process with…
Important Birthdays Over 50
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are critical to understand…
10 Ways to keep cool in the summer heat
As Arizonans, we have learned to take advantage of, and appreciate the warm summer months. But, on those scorching hot summer days, too much fun in the sun can lead to heat-related health risks like heat stroke. So, how can you and the family can keep cool outdoors? We’ve made…
The Nature of Risk
When you invest money, you are putting it at risk — all investments can lose money. The key is to gauge your risk, and to not put more money at risk than you are willing to lose. This is a relative concept. If you have only $10,000 to invest, then…
Graduation Gift Ideas
Do you have someone in your life who is graduating this spring? The form and function of graduation gifts can be sticky territory. It’s important to consider not only the level of degree being attained but also the personal traits, interests and ambitions of new grads to ensure your gift…
Market Volatility: Taken in Perspective
Global turmoil, federal election, and inflation have presented today’s investors with some pretty daunting risks. But remember, this is the situation for which you built a long-term asset allocation strategy. If you haven’t developed such a strategy yet, we are happy to help you do so. We can help identify…