As mentioned here, TDAmeritrade and Charles Schwab agreed to merge early on in the year, (wow that seems like a long time ago- digressing) and due to government regulations, the DOJ (Department of Justice) needed to bless the deal – antitrust thoughts – too big, monopoly questions … it was on hold!
DOJ Approves – Brain in the Driver’s seat
Good News …. the deal was approved, and even better news for The Brain, as noted here and here, is an expert with a very special portfolio management and trading technology, which the combined companies announced this week would be a part of the new joint effort.
Not only that, but The Brain is already a part of a new Beta group, which had gone silent… (likely to start up again) to integrate even more features which The Brain will be a major advisor….
Well Done Donald!
Sports Starts = A Full Weekend! Golf, Basketball, Baseball, Football
Long time followers know, that while the family is a total Tennis nuts and crazy family, your’s truly was a collegiate golfer, helping pay for three years of college via scholarships.
This weekend, a Major Championship on the favorite West Coast time makes for the perfect late evening … Sunday night viewing of the final nine of the Tournament.
Basketball (NBA) continues it’s fast tracking season with only a few more games until the abbreviated playoffs.
But don’t stop there …. Baseball (MLB) after a few scares, missed games due to infections and paused events, seems to be back on track….
NFL …. professional football start more workouts in full force too !
Shark Week Starts – A Family Favorite
Sunday night, hopefully just after a fantastic final Golf Championship concludes, a family favorite begins…
Break in, coincidence or not? – After a few years of moving to earlier calendar (family dislike) it is now back to early August – Ok … digressing again…
Discovery Channels Shark Week commences at 8 PM Central Sunday Night and airs until the following Sunday….
In a hitting home on some programs … Jen at the office mentioned an unusual occurrence in her home town of Long Island, that we both think are a part of the special…
Friday Travels
If you are still with me (THANKS) … long post for a Friday – much appreciate your time, you may recall a few special events for the Mrs. – will be out next week but tethered electronically …. and already have some very interesting Economic and Market News to speak of – tease tease – nerd nerd too!
Ahhhh….. but it is a Friday, enjoy your day, your weekend, your friends and family and chat with you next week from afar!
John A. Kvale CFA, CFP
Our First Video (Review and Preview), February…Where did you go? The Brain hits the slopes
With a year that is flying by we wanted to take a moment to look back at a couple of key events of the latest month, February 2013……good bye:
On a personal note, as we head into the weekend, Donald The Brain will be out a few days next week as he and his wife take to the slopes with friends for some pre-spring break fun. The computers here at the office will be happy with a much-needed and deserved rest from his regular workouts.
In a new for us, for those such as myself that are more visual and audible, I have enclosed a short video with thoughts to go along with this month end review.
Let us know your thoughts
Have a Great Weekend!
JK
214-706-4300 http://www.jkfinancialinc.com 8222 Douglas Ave # 590 Dallas, TX 75225Share this:
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Posted in A Look Back and The Week Ahead, General Financial Planning, Investing/Financial Planning, Market Comments, Tax Related, Video
Tagged Dell, Donald the Brain, FOMC Statements, Monthly Review, QE