In June of last year, we wrote about the SECURE Act that passed the in the House. The bill languished in the Senate until the middle of December when it was passed and signed into law. It received strong bipartisan support and has been presented as an “enhancement” to retirement plans, however, we see … Read more Is The Secure Act An “Enhancement” To Retirement Plans?
In the October Par 3, we wrote about Charles Schwab and TD Ameritrade reducing commissions to $0. One month later, Charles Schwab and TD Ameritrade announced plans to join forces and merge into an industry giant with over $5 trillion in client assets. The market appeared to like the $26 billion deal as the price … Read more Engagement Announced