As we approach the merger between TD Ameritrade and Charles Schwab, we’ve spoken with several clients that have asked why we’re changing companies. Please know that your TVFP team and company are not changing. As independent advisors, we choose which …
Charles Schwab Transition Update As you may be aware, in 2019, The Charles Schwab Corporation acquired TD Ameritrade and its related businesses. Since then, they have been working diligently behind the scenes to facilitate the seamless transition of TD Ameritrade …
Planning for retirement is rife with big questions — not just how you want to spend your golden years, but where? For some, retirement offers the opportunity to spend more time with family; for others, it’s the chance to venture …
As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the benefits of donor-advised funds. Charitable giving has many facets, most notably as an opportunity for you to support the causes and organizations that reflect …
Are you in the ‘Sandwich Generation’? If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is for you. We know you have an extremely challenging lifestyle that requires a lot of …
Market turbulence? We’ve got some thoughts to share. Higher-than-expected inflation data slammed investor expectations and rippled through markets, causing a broad selloff, and we expect to see more volatility in the coming weeks.1 Why are markets selling off? Folks hoped …
“Parachute planning utilizes other assets or income vehicles during poor market cycles to avoid withdrawing from underperforming assets.” – Jonathan “JT” Belnap, Financial Advisor with Treasure Valley Financial Planning As the financial markets continue to experience more and more volatility, …
Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to $1 trillion in 2020. That’s enough to make anyone concerned about the security of their financial accounts. But you don’t …
Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics — money and death. But talking with your adult children about their inheritance can provide significant advantages for you and …
I hope this message finds you well! Our investment philosophy is to protect and grow client accounts. With that in mind, one of the market indicators we watch raised some warning signs over the weekend. In an abundance of caution, …
