We would like you should know that if we are your financial planner and investment adviser, we remain solidly committed to your long term plan. From our first meetings together, we have always emphasized the long term aspect of the planning work we do. This includes being prepared for the unexpected—in advance.
For parents of high school sophomores and juniors, April break is usually an excellent time to start touring the schools on your child’s list. However, closed campuses and social distancing have made the tour process all that much more difficult. Many schools offer virtual tours, but can you summarize all that a school has to offer by the click of a mouse?
During the last week of January, Rick, Andrew and I all headed to Orlando, Florida for the TD Ameritrade Institutional annual conference. For three days we attended informative sessions on cutting-edge technologies, heard from notable economists and business thinkers, and met many of our current vendors to ask questions.
It’s really boring.