Big News From TD Ameritrade

Hi everyone,

**In this week’s blog below, we highlighted the fact that TD Ameritrade is cutting its trade costs from $6.95 to $0.00 on all exchange-traded funds (ETFs). We stated that trade costs would still apply for individual stocks. That is incorrect. Trade costs are going to zero dollars for individual stocks as well, which is great news.**

Click below to watch this week’s blog. Enjoy.

(video created in Camtasia)
(charts created in stockcharts.com)

Have a great week!

Brian E Betz, CFP®
Principal

Is Merger Mania Upon Us?

Hi everyone,

Here is the rundown of this week’s blog…

  • Seattle-based Tableau bought by another software giant for $16 billion (0:10)

  • What does the Tableau sale mean for the broader market? (2:00)

  • Stocks rise on the week, though mixed results at the sector level (2:55)

  • S&P 500 struggles to eclipse the 2,900 level (4:07)

  • Importance of the 200-day moving average and what it is telling us (5:14)

  • Portfolio activity (8:05)

Last, but not least… HAPPY (belated) FATHER’S DAY!

Have a great week!

Brian E Betz, CFP®
Principal

Digging Into A Very Muddy Bond Market

Hi everyone,

Here is the rundown of this week’s blog…

  • Read Josh’s latest blog highlighting the 8 ways to put cash to work (0:20)

  • Unemployment holds at 3.6%, lowest in 50 years (0:48)

  • Largest weekly percentage gain for stocks this year (2:08)

  • What now for stocks? (3:30)

  • What bond yield curve “inversion” means and why it matters (5:05)

  • Portfolio activity (10:47)

(sources: Stockcharts.com, FRED) (Video created using Camtasia)

Have a great week!

Brian E Betz, CFP®
Principal

Why It Pays To Know What Is Under Your Portfolio Hood

Hi everyone,

Here is the rundown of this week’s blog…

  • Our recent encounter rolling over a client’s IRA shows how expensive mutual funds can be (0:10)

  • Stocks fell for the 4th-straight week, as bonds rallied (3:20)

  • The long-term chart of the S&P 500 shows why there should be concern - I explain (4:52)

  • Portfolio activity (8:26)

Have a great week!

Brian E Betz, CFP®
Principal