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Posts filed under: 2020 Deep Rooted Thoughts

More than six months after Schwab agreed to purchase TD Ameritrade, the U.S. Government anti-trust hurdles were cleared last week...
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Our Views on Social Justice The status quo will not do. As a firm that views itself as a pioneer...
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I hope everyone is sheltering safely and taking all necessary precautions.  Your health will always be more important than the...
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I greatly appreciate your patience with your investment portfolio during these stressful times.  As I have been explaining, the most...
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This week has seen the world stock markets reverse from all-time highs into negative performance for 2020.  Despite the volatility...
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SECURE Act Summary Passed on December 20, 2019, the SECURE Act has a number of provisions that may impact your...
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To the extent that you would like to enhance your own data security, the three strongest recommendations we have are...
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Keeping your financial and personal data secure is very important to us.  We know how important it is to you. ...
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