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
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
Enter the Fully Re-Designed Advisor Client Website from TD Ameritrade
TD Ameritrade has fully re-designed the Advisor Client website, giving you a simple and user friendly website designed to enhance the client experience. Read More
TD Ameritrade Statement Notifications
Your e-mail inbox is set to get some relief starting this month. Instead of receiving an account statement notification email for every TD Ameritrade account you maintain, starting with the December statement notices you will only receive one email listing all of your accounts together.Read More
Sign up for e-Delivery of Tax Documents from TD Ameritrade
The new and improved advisorclient.com now offers electronic delivery of tax forms for TDA clients. It is a quick, easy, and more secure way of receiving tax documents as soon as they become available. Log in and sign up today!Read More
This is 60 – Young at Heart
This video captures the emotions involved with retirement. By showing just how much the world has changed—and how your clients’ needs have changed as a result—you demonstrate your understanding and show them how your advice can help set them up for the retirement they envision.Read More
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
This is 60 – Your Greatest Assets
Sometimes it helps to know someone is in your corner. This video details the complexities of a typical Boomer’s wealth management needs and shows how you can put a plan in place to help manage every aspect of their financial life.Read More
This is 60 – Leaving a Legacy
Enjoying your retirement also means planning for what’s next. See how we can work together to create an estate plan that can help ease the transition and protect your family.Read More