- What’s the status of the TD Ameritrade/Charles Schwab merger?
- What do the new IRS Agents mean for you?
- What’s happening in the global economy and how does that impact your investments?
- What’s going on with digital currencies?
- Where are we now?
- What are we doing/monitoring in terms of your investments?
- Tune in to our webinar to hear our fiduciary advisors discuss the answers to these questions. If you have any questions on your specific circumstances please call or email us.
