Why Charles Schwab’s Acquisition of TD Ameritrade Makes Us Nervous

Charles Schwab has been our favorite bank and brokerage for a very long time. Whether it’s the firm’s stellar leadership, or the fact that they didn’t need bailout funds (TARP); there are so many things to admire about Schwab that an entire book could be dedicated to this company. Over the years, we’ve referred dozens […]

J. Patrick Nichols