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In the closing months of 2019 Congress Passed the Secure Act and it has some relatively large impacts on retirement savings and retirement plans going forward. I have read several articles digesting the impact of the act but I think Fidelity has put together the best article that details the impacts fairly well. Secure Act […]

Schwab Acquiring TD Ameritrade

Schwab Acquiring TD Ameritrade The Quick Summary of Impacts to TD Clients Minimal impact for the next year Costs are unlikely to change It does not appear any new paperwork will need to be done New competition will keep pressure on costs even with TD/Schwab size We use TD because they provide great service for […]

Market Correction – Do Not Let a Market Drop Ruin Your Long Term Investment Plan

The S&P500 has now officially dropped 20% from its market high. It has exceeded the 14% on average drop. Its now officially a correction. I have said multiples times over the past 10 years that most pullbacks are temporary and we should not try to time the stock market. That has proved wise as we […]

Stephen Reh CFA® MBA CFP®

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