We just finished dealing with some new regulatory requirements (Regulation Best Interest and Form CRS, if you're curious). Among other things, we now send an automated email (containing a link to Form CRS) when someone opens a new account.
This email contains an embedded (or inline) image using CID. I
In just three months the stock market switched from panic mode to full-fledged euphoria. For most of the quarter stocks have been going up 4, 5, or 6 days in a row, only to have a sudden large drop with little warning or explanation. Many investors
It's a short week for the markets with both stock and bond markets closed on Friday ahead of Independence Day on Saturday. With so much uncertainty our brains are struggling to decide whether to focus on the positives or the negatives. It's human nature. The more uncertain the environment the
Summer officially began over the weekend, meaning we spent the entire spring season in the midst of the Coronavirus pandemic. I don't know about you, but I'm drained. I'm tired of hearing confident predictions of the outcome when nobody has any idea how this is going to play out. We've
In just the last month, so much has changed in our country. States started opening up again after the COVID-19 shutdown. Protests and riots after the death of George Floyd (which stemmed from decades of violence and oppression.) Our country is divided. People can’t seem to share their opinions
