Monthly Archives: December 2015

What You Need to Know About TD Ameritrade’s New Web Portal

As you might be aware, TD Ameritrade recently rolled out a new version of the AdvisorClient.com website, which features many new enhancements. Here is a bit of input you should be aware of as you work with this new platform. … Continue reading

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Tax Considerations for Year-End

From the Desk of Charlie McCullough As the year comes to a close, I look forward to a restful and enjoyable time with my family and friends. Lisa and I are anticipating having the whole family together for the holidays … Continue reading

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The Gift That Keeps on Giving

During this time of year, people are always on the lookout for the perfect gift for everyone on their list. As Christmas draws closer and the ideas dwindle, we move into the second phase of gift giving…writing out checks. Many … Continue reading

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