July 25, 2020
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.
Read MoreJuly 15, 2020
Despite medical, economic and social turmoil, the market rebounded in the 2nd quarter to the surprise of most investors. The recovery isn’t exactly what it seems; while the largest tech stocks posted gains, many other companies are still down double digits.
Read MoreJuly 10, 2020
As the parent of a child with special needs, you will face many of the same obstacles that other parents face, plus you’ll cope with some unique challenges as well.
Read MoreJuly 8, 2020
We’ve never liked the word “mistake” – it always seems to add guilt to what is otherwise a need to learn a new lesson or correct an error in judgment.
Read MoreJuly 3, 2020
Some costs could rise, fall, or even disappear. Whether your retirement is near or far away, one thing is for certain, your future will differ from your present.
Read MoreJune 18, 2020
Stephen: If you want to know what’s going on with the stock market and why it’s recovered so swiftly from the COVID-19 pandemic, then you’re going to want to watch the rest of this video.
Read MoreJune 12, 2020
Bonds may not be as glamorous as stocks or commodities, but they are a significant component of most investment portfolios. Bonds are traded in huge volumes every day, but their full usefulness is often under-appreciated and underestimated.
Read MoreJune 5, 2020
Whether you’re seeking to manage your assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals.
Read More