Dear Clients, We know how important responsible investment management is as part of financial planning. Our approach to investment management has been and will continue to be, the most conservative strategy that will meet your financial planning goals. Asset prices have appreciated significantly since the financial meltdown in 2008-09. Last year was a particularly good year for the stock market because of the federal reserve’s action in lowering the federal funds rate 3 times while...
Dear Clients, For those of you who have an account at TD Ameritrade Institutional, managed by SAS Financial Advisors, please read the message below. As you may have heard in the news, Charles Schwab and TD Ameritrade have reached an agreement for Schwab to acquire TD Ameritrade. The combined company will retain the Schwab name, and will reflect the best that each legacy firm has to offer, including leading wealth management and trading platforms. For...
