Fantastic Client Questions on the TDAmeritrade Charles Schwab Merger … Friday
Merger on Track, Friday!
Category Clients/Clients Only
Second Quarter 2023 Review, Dickens Best and Worst of Times , Party Like its 1999 !
Second Quarter 2023 Review Fourth Quarter Look Ahead
Summer Friday before Oddly Dated July 4th Holiday ! Office Hours – Lonely Monday …
Happy Early 4th of July !
Heads up for a Negative Response Letter/Email/Contact … Easiest Task Ever to Complete – No Action Required (Clients/Clients Only) …
Negative Consent Contact Coming !
Important Reminder of Holiday Next Monday June 19th 2023 … Money not to move … Bad Idea to move funds near a skeleton crew Summer Holiday…
Mind the new mostly National Holiday, Juneteenth!
SLOA mailed in May – What’s a SLOA? Standard Letter of Authorization (Clients) … Friday
Watch for those SLOA letters!
First Quarter 2023 Review, Advanced Analysis Pilot, Tax Season, Interest Rate Anniversary
First Quarter 2023 Review Fourth Quarter Look Ahead
Green Light on Taxes – Corrected 1099 Out – You Lucky One have already been contacted!
Corrected 1099 Out - Only One!
Sudden Increase in Spam both email and text…. Reminder to complete those patches! 18 examples recorded in less than two weeks for your viewing! Do not Bite on a Spam Email/Text Could Be Hazardous!
Watch out for new Spam!
Friday Office Hours, Out but Tethered …Time Change Weekend … Spring Break … Punxsutawney Phil Spring Tree Update … Spam/Cyber Preview – Look Out they are Back!
Time Change Weekend!