My First Week With Schwab

Damon Gonzalez Newsletter Leave a Comment

In November of 2019, The Charles Schwab Corporation agreed to buy TD Ameritrade for about $26 billion.  Almost four years later, they finally transferred the assets of clients of Registered Investment Advisors on September, 5, 2023.  Retail accounts should be …

Is it Time to Invest Overseas?

Damon Gonzalez Markets Leave a Comment

Momentum is one of the most powerful tools investors and traders can apply to their portfolios.  I am using relative momentum to allocate between different types of bonds and to over-weight U.S. or Foreign stocks within the IRA strategies I …

Exploring ESG Investing

Damon Gonzalez Investing Leave a Comment

I first heard about the movement of building a portfolio that is aligned with your values six or seven years ago.  I thought it was going to be a fad because it made no sense to me.  Boy was I …