Schwab to Acquire TD Ameritrade

As many of you have noted, it is likely that Schwab will be acquiring TD Ameritrade, which is the current custodian for our client accounts.  If the deal goes through, the effective date will likely be sometime in the second half of 2020.

The obvious question is what this means for all of us.  And the obvious answer is that we do not know yet.  Our objective will be to make this potential transition as seamless as possible for all of you!  And of course, we would love to get more responsive, more error-free service from Schwab.  We will see about that part.

The good news is that we, and many of you, have been through this before.  The bad news is that we, and many of you, have been through this before.  

Feel free to call with questions or whining about this news.  We are doing same. 

Lori