Brief Updates

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With tax season finally over, here are some brief items that I want to share with you. Our annual ADV disclosure document has been updated and can be found here. Damon was recently quoted on nextavenue.com in Reverse Snowbirding and …

My First Week With Schwab

Damon GonzalezNewsletter 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 …