The new AdvisorClient.com (TDA client website), can save you, valuable time. It is more advanced. More streamlined. More of everything you want. From an Amazon Alexa voice skill that allows you to check your balance without lifting a finger, to mobile deposits and a very easy-to-use interface, there’s a lot to explore.

Let’s do this! Check out our new AdvisorClient.com demo site today.

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)

Rick was recently asked to contribute to Squared Away, a blog written by Kim Blanton. Click below to see what Rick recommends for the Class of 2019: Low Rent Key to Survival. Read More

Investment opportunities exist all around the globe.  Across more than 40 countries, there are over 15,000 publicly traded companies.1 If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies and stock markets are doing at the time. Fluctuations in performance from year to year only add to the complexity, providing little useful information about future returns.

Daunted by the prospects of sorting it out, some investors look to the place they know best—their home market. There can be good reasons, such as tax benefits, for prioritizing an investment close to home, but too much home bias could mean underweighting or missing out on part of the investment universe.Read More