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…
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
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Halloween Follow Up (Picture as promised) … Brain in AGAIN … Preview of Next week … NAPFA … Video
We hope you all had a fun and safe Halloween. As promised, Halloween being a family favorite, I have attached a picture at the bottom of this post to humor you into the weekend.
The Brain In the House AGAIN
Today “The Brain” Donald Capone is in the house once again for a very quick turnaround CFA Institute event. We will both be out of the office for most of the day due to this event.
Next Week Happenings
Next week brings our Video summary review for October…Wow… this year continues to go quickly, some interesting news on why we joined NAPFA (National Association of Personal Financial Advisors), the official Holiday Party Invite, among a few other items (26.2 on deck.)
Ahhh…but that is next week, and today is a Friday heading into a weekend. Enjoy yours, thanks for reading our writings, and do not forget to spend time with those special in your life.
Have a Great Day and a Super Weekend !
John Kvale CFA, CFPhttp://www.jkfinancialinc.com http://www.street-cents.com 8222 Douglas Ave # 590 Dallas, TX 75225 Here is your Picture!!
Posted in A Look Back and The Week Ahead, Investing/Financial Planning, John Kvale, Market Comments, Personal
Tagged Halloween, Napfa, The Brain, Weekly Summary