Wishing You a Happy Birthday! May 2, 2024 Donna! It’s your day!! We hope you enjoy every minute… HAPPY BIRTHDAY DONNA!
Category: Newsletter
August Market Monthly Podcast
August Market Monthly Podcast Stock Market Highlights for August and Insights for September. Will it be a Stormy September? Tune into John’s podcast. The Market Monthly Podcast… conta.cc
TDA to CS
Finally! TDA & CS Merge this Weekend Good morning and welcome to our last day with TD Ameritrade. You likely know how pleased I have been since June of 2018 to serve you and manage your investment accounts from that custodian. Well, effective next Tuesday, we will begin working for you from Charles Schwab as … Continue reading “TDA to CS”