This week we had a very important exciting announcement from TD Ameritrade regarding an expansion of the no-transaction fee list of funds available to us. This will impact all of our clients, so we wanted to spend about 10 minutes discussing these enhancements. In light of this, we’ve recorded a short podcast episode to discuss these changes. We strongly encourage all of our clients to take 15 minutes today and listen to this short episode as this will affect everyone. The change is a good thing, but we still strongly believe that you all should have an idea what it exactly means for your money.
We hope that by doing this, you can feel confident in our transparency in changes going forward. Don’t hesitate to reach out to us with any questions on this (or any other!) topic.