We want to remind you that your accounts will transition from TD Ameritrade to Schwab on Tuesday, September 5th. We are less than two weeks away from the transition date and by now you should’ve received communications from Schwab with information about the September 5th transition and a welcome packet with your new account numbers.
On Friday, April 8, 2022 we launched an incredible SiliconValley-Meets-Hollywood digital studio! We will present live on Fridays at 12:15pm Pacific time, as well as produce regular content in the studio for publication at intervals. As always, we will cover an array of subject matter to help educate you on stock market investing and analysis.
Join us Fridays at 12:15pm Pacific for a LiveStream about lots of great investment and retirement topics!
Due to the Covid-19 pandemic, we are currently working from home. We are still fully functional and have access to all the tools we have always had available to service your requests. Clients may still contact us in the same manner as prior to the pandemic either by email, phone or text to 408-551-6100. In an effort to