Planning for the cost of higher education is a hotly debated topic. It is always difficult to plan for an expense that may or may not occur and that may be large or small depending on the type of education that is needed. How can you plan for so many unknowns? There is good news; you have options. …
Who Is Your Trusted Contact?
Investment firms, like TD Ameritrade Institutional and Charles Schwab, have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is encouraged. The request is made …
A Few Thoughts on Q2 of 2020
Before we dive into the usual quarterly investment insights, here’s some fun trivia: Did you know you have to count to 1,000 before you’ll find the letter “a” in a spelled-out number? We thought you could use that break from the torrent of mid-year market commentaries on 2020’s bipolar …
