This Tuesday, October 6, 2020 the TDAmeritrade/Schwab merger was approved by the regulators …. it’s a big merger, hence the time for final approval…
As they say, now the real work begins… we expect mostly transparency and behind the scene actions for the next 12-18 months…
Coincidentally and with good timing, the big annual convention is all on line and later this month…. any interesting findings will certainly be shared…
Speaking of convention, ANOTHER convention (NAPFA), we have never attended, has gone virtual … at the end of the month has garnered our attendance as well…
Ahhhh… but today is a Friday, heading into an early October weekend…. nice and cool here, with an injured tennis player, home for a few….
Enjoy and talk to you next week !
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.