Hello everyone! This particular post is to read everyone in on timelines, expectations, and upcoming events over the next month or so. If you’re a client, please be sure to read through it in full! Schwabitrade Merger TD Ameritrade completes its merger with Charles Schwab over Labor Day weekend. We’ve already written about action items (or lack thereof) for you …
Dear Mr. Field, Today, I write this open letter to you because I had the mixed fortune of watching you speak before 200 or so NexGen financial planners. I call it mixed fortune because I thought you spoke well for the most part. Your story of the pizza parlor and its pay-it-forward policy was heartwarming. Your personal journey of having …
Recently, a financial planning colleague asked on his Twitter page: DIYers – What average investment return (profit) do you assign to your retirement plan? What’s your reasoning? — Tyler Olson (@olsonplanner) August 20, 2023 One of the first replies was from an Anesthesiologist: “5%. Expect 7% and account for 2% inflation with projection for “today’s dollars.” While that seems like …
Well, folks, the time has come. After Charles Schwab began the acquisition of TD Ameritrade in 2019, it is finally consummating the acquisition over Labor Day weekend. The transition starts Friday night, September 1st, and is expected to be done by 5 am on Tuesday the 5th of September. If you’re not an investment management client of MY Wealth Planners, …