In 2019 Charles Schwab and TD Ameritrade entered into an agreement for Charles Schwab to acquire TD Ameritrade. The combined company will be the largest custodian service provider for Registered Investment Advisor firms like Navalign, with over $5 Trillion in client assets across 24 million client accounts.
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If you’re wondering about how the Government’s $2 trillion coronavirus stimulus package, and the CARES Act, is going to affect your retirement account, then you’re going to want to watch the rest of this video.
In this episode of The Smart Money Show Stephen Rischall, CFP® and Neal Frankle, CFP® discuss how the recent COVID-19 coronavirus outbreak is similar to other major health events and market shocks we’ve seen in the past.
My name is Neal Frankle and I’m going to, over the next 5 or 10 minutes, share with you our firm’s sense of the economy.
Hello everyone, my name is Matt Stadelman and I’m a partner at Navalign and I’m also an Accredited Investment Fiduciary.
Hello my name is Chris Carter I’m a partner at Navalign. I’ll spend the next 10 minutes or so on a market overview and some of our thoughts going into 2020.
Hi everyone and thank you for joining us today, my name is Stephen Rischall, I am a Certified Financial Planner and I’m one of the partners at Navalign.
The Coronavirus has been in the news lately and with good reason. As you are probably aware by now, this new virus was identified in China and has since spread to many countries across the world, even with some cases showing up here in the US.
Whether you realized it or not a big change was made in the final days of 2019 that will affect your retirement savings in 2020 and beyond.