6 Reasons to Work With a Financial Professional
No matter what stage of life you are in, you could probably benefit from working with a Financial Professional. Read More
IRS Issues Annual List of Tax Scams
The IRS recently issued its annual list of tax scams. The list highlights various scams that taxpayers may encounter, many of which occur during tax filing season. Here are some of the scams that are highlighted on the list.Read More
The Fed Hits the Brakes: No Rate Hikes Projected in 2019
At its meeting on March 20, 2019, the Federal Open Market Committee (FOMC) maintained the benchmark federal funds rate at the target range of 2.25% to 2.50% that was set in December 2018. This in itself was not surprising. But other communications signaled a definite hiatus in the Fed’s policy of raising interest rates and tightening the money supply.1Read More
Federal Income Tax Returns Due for Most Individuals
The federal income tax filing deadline for most individuals is Monday, April 15, 2019.Read More
There’s Still Time to Contribute to Your IRA for 2018
Even though tax filing season is well under way, there’s still time to make a regular IRA contribution for 2018. You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2018 ($6,500 if you were age 50 or older on December 31, 2018). For most taxpayers, the contribution deadline for 2018 is April 15, 2019
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Aurochs Financial-2nd Opinion Service
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
TD Ameritrade-New AdvisorClient Features and More
| New AdvisorClient® Features and More
TDA continues to enhance the AdvisorClient.com experience and they are happy to announce the following new features: Deposits & Transfers In phase one (coming March 8, 2019), all users will be able to: |
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| New Site Reminder at Login (coming March 8, 2019)
To encourage clients to experience the new AdvisorClient.com, TDA is planning to implement a message at login that will give you an opportunity to check out the new site. You will have the option to dismiss the reminder as well as choose to not see it again on subsequent log in attempts. View Video Here: http://tdai.tdameritrade.com/ac-video |
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TD Ameritrade-Upcoming Standing Letter of Authorization Confirmation Notice
On March 15, 2019, TD Ameritrade will begin mailing annual Standing Letter of Authorization (SLOA) confirmation notices to you (our clients), if applicable, listing all active SLOAs that TDA has on record for your accounts as of December 31, 2018. Read More
How Americans Spend & Save
The makeup of Americans’ spending has changed dramatically over the past four decades. See the attached graphic on how Americans’ now spend and save.Read More
Deja Vu All Over Again
Fashionable investment approaches will come and go, but investors should remember that a long-term, disciplined investment approach based on robust research and implementation may be the most reliable path to success in the global capital markets.Read More