Special Note about TD Ameritrade Statements and Confirmations Suppose you recently started receiving additional mail from TD Ameritrade. In that case, it may be because you haven’t logged into your online account and confirmed your mailing preferences since TD Ameritrade and Charles Schwab are in the process of merging. When you get a chance, please
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Transitioning from our previous discussion on estate planning, we will be looking at various types of insurance over the next few months. Overall, insurance is a risk management process. Risk is managed by buying the insurance policy to protect against a financial loss event. We will cover the basics of life, health, disability, and then
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The real estate market has been extremely strong for the past few years, but things have started to change. The beginning of the COVID-19 pandemic created a large amount of built-up demand for homes as no one could move during the lockdown. The vast number of buyers continued to drive home prices higher for the
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Stocks slide to close worst first half in 52 years: S&P 500 plunges 20.6% YTD, 8.4% in June. US stocks fell last month, with the major averages logging steep declines for the month of June, the second quarter, and the first half of 2022 as concerns over heightened inflation and the prospects of a recession
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Life Insurance is a product solution used to provide a death benefit to heirs after the death of the insured. There are a variety of reasons to purchase life insurance, but two of the most frequent reasons are to replace the loss of income or to pay off debt.
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