October 5, 2020

Video: Stock Market Volatility & Election Uncertainty

Stephen: If you’re wondering what will happen to the stock market and the economy if there is a contested election or the implications of a president that just contracted COVID-19 then you’re going to want to watch the rest of this video.

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July 25, 2020

Charles Schwab & TD Ameritrade Update

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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July 15, 2020

Third Quarter Outlook 2020: A Shockingly Swift Recovery

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.

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