Not surprisingly, there were protest on the TD Ameritrade Schwab merger….
Surprising was the strange notice delivery of said protest aka Lawsuit – which after a google search, found this webpage on the subject for those interested…
No action needed on your part…. likely no net penalty payments, but we will keep you posted…
Different subject, but also a surprise, the time for catching up after Tax Season…my personal apologies if a delay in response… will do better next week!
Today is a Friday… Have a great weekend – Talk Next Week!
AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
