August 2023

Transition from TD Ameritrade to Schwab

Submitted by Oram & Kaylor on August 18th, 2023

Many of our clients have been receiving 'transition' information from both TD Ameritrade Instl and Charles Schwab. We realize that this may have caused some confusion in terms of how your account(s) will be handled going forward. For those clients with accounts at Orion Portfolio Solutions / TD Ameritrade Instl (custodian) this transition to Schwab is an acquisitio

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Calm before the storm.....?

Submitted by Oram & Kaylor on May 15th, 2017

Trying to accurately predict the movement of the financial markets is akin to predicting the weather. No one really knows, and we have to wait to see what actually happens.

DOW 20,000, now what?

Submitted by Oram & Kaylor on January 30th, 2017

Traders wore grins and commemorative hats Wednesday as the Dow Jones industrial average broke the 20,000 mark for the first time. The milestone reflects a growing economy. The private sector added 15.6 million jobs over the last 81 months; the Fed has begun increasing interest rates; and average wages grew 2.9 percent in December.

Still Time for Certain Tax Moves

Submitted by Oram & Kaylor on January 16th, 2017

Even as you look at a fresh 2017 calendar, you may still be able to make one or two strategic tax moves for 2016. But they must be made by the national filing deadline, which falls on Tuesday, April 17, this year.

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August 2023

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