Weekly Market Commentary February 10, 2021

Weekly Market Commentary February 10, 2021 The Markets It’s not a black diamond ski run yet, but the yield curve for U.S. Treasuries is steeper than it has been in a while. A yield curve is the line on a graph showing yields for different maturities of bonds. Yield curves provide insight to bond investors’… Read more »

Schwab Digital Account Opening Guide

For new clients joining our firm or current clients looking to add new accounts to their advisory relationship with our firm, we are now offering the use of Schwab’s Digital Account Opening Tool. We have included a link below to the step by step guide shared by Schwab to assist clients in navigating this tool.… Read more »

New DocuSign Guidance For Clients

In an effort to improve our practices and procedures to be more efficient and secure for our clients we have adopted new DocuSign tools. For those unfamiliar with DocuSign we have provided a link below to step by step screen shots on what to expect should a client receive a DocuSign email from our firm.… Read more »

Weekly Market Commentary January 20, 2021

Weekly Market Commentary January 20, 2021 The Markets Investors were rocked by economic data showing the economy hit the brakes hard in December. Last week, major U.S. stock indices decelerated as investors gaped at the economic damage caused by the rising number of coronavirus cases around the world. There have been more than two million… Read more »

Weekly Market Commentary January 13, 2021

The Markets The event at the United States Capitol building had a resounding impact around the world, but it didn’t deter global stock markets. Last week, investors weighed the violent disruption of America’s 2020 presidential election process against the outcome of the Senate runoff in Georgia, and decided the latter was more significant. Financial Times… Read more »

2020 Q4 Tax Corner: Important Information for the 2021 Tax Year

We believe that tax management is an integral part of financial planning and portfolio management, and that it is not possible to successfully execute an investment strategy without taking tax planning into consideration. All of Waterford’s planners are Certified Financial Planners and are also either Certified Public Accountants or Enrolled Agents. We employ tax management… Read more »

Charles Schwab Acquires TD Ameritrade

The Charles Schwab Corporation (“Schwab”) completed its acquisition of TD Ameritrade Holding Corporation (“TD Ameritrade”) on October 6th in an all-stock deal valued at $22 billion uniting two of the four largest players in the RIA custody market into one company housing roughly $6 trillion in combined assets and 28 million brokerage accounts. The combination… Read more »

Welcome Baby Maeve!

We would like to wish a very special “Congratulations” to Mike and Marissa Harmer on the safe arrival of their beautiful baby girl this October! Maeve Rae Harmer was born October 19th, 2021 weighing 6 lbs. 6 oz. Both Marissa and baby Maeve are doing very well.

Ellen Ties The Knot!

Please join us is congratulating Michael Brennan and Ellen Bosco-Brennan on their wedding! Ellen and Mike were married on October 18th in a private ceremony at home with family. May the years ahead be filled with lasting joy, happiness, and love. Ellen and Mike are happy to share in the excitement with their 2-year-old daughter,… Read more »