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Enjoy this month’s edition that features an update on the conversion to Schwab, an explanation of diversification within our portfolios and a reminder that those 50 and older can make catch-up contributions to their retirement accounts.
On his recent podcast, the New York University Finance professor and investor, Scott Galloway, revealed his very personal thoughts about his own money. He explained his anxieties about money, his thoughts on marriage and how it relates to money, his approach to investing and what financial independence means to him.
Enjoy this month’s edition that features a reminder about the merger of TD Ameritrade and Schwab, plus some perspective about the stock market and current events.
TD Ameritrade transition to Schwab update:
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