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.
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:
Enjoy this month’s edition that features a look at the economy, a review of the stock market’s first six months of the year and a reminder of the September transition from TD Ameritrade to Schwab.
Enjoy this month’s edition that features a market review, mid-year stock market results and a summary of bonds.
Enjoy this month’s edition that features a notice about the TD Ameritrade merger with Schwab and notes on the economy and the markets.
Enjoy this month’s edition that features an introduction to our new employee as well as a review of short and long-term views on the stock market.
Enjoy this month’s edition that features a segment on how we invest in changing economic conditions, a reminder that we own what you own, and a review of the market.
Enjoy this month’s edition that features a note about taxable accounts, a quick review of investment markets so far and a security reminder.
Tax Season
Enjoy this month’s edition that features thoughts from the fund manager of Janus Henderson Enterprise fund, some historical data on stock market performance and 1099 Tax Form information from TD Ameritrade.
Enjoy this month’s edition that features a check on stock market predictions from September, a note about bond yields and a hearty thank you to our clients.
In our September newsletter we reviewed strategist’s predictions of the direction of the U.S. stock market through the end of 2022. Here is what they said:
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