Author: Gavin L. DiStasi

Nearly three years after the merger between TD Ameritrade and Charles Schwab was first announced, the time has finally come...

Aug 28, 2023 2:42pm

As we enter a summer once again, I find myself looking forward to a much needed vacation, not least because...

Jun 19, 2023 12:52pm

Over the past eighteen months, as the equity markets have experienced downside pressure, which had become all too rare in...

May 1, 2023 11:48am

After a nearly 12 year bull market, 2022 was the first truly down year we have seen in the stock...

Feb 28, 2023 10:28am

As we close out yet another year, and reflect on the rollercoaster ride that has been 2022, we are filled...

Dec 29, 2022 11:39am

Since it was announced back in November 2019, the merger between TD Ameritrade and Charles Schwab has been moving steadily...

Oct 31, 2022 11:05am

“Life moves pretty fast. If you don’t stop and look around once in a while you could miss it”. –...

Aug 31, 2022 10:14am

There’s a mindset shift taking place within some corners of the financial planning and advice world, by a small but...

Jun 17, 2022 10:51am

Sometime around 2001, a few years before Jarrett and I decided to start our own firm and were both working...

Apr 28, 2022 1:19pm