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 …
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 …
Yalla Yalla Habibi! I am in Israel, my 52nd country to visit, and just completed a two week tour of Egypt and Jordan. It was exhausting to see so much in such a short period of time. I normally prefer to …
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 …
