It’s hard to believe we’ve reached September already – I hope you’ve had a wonderful summer! Below are selected updates and articles from the month of August. 1) The merger between the TD Ameritrade and Charles Schwab platforms will take place this weekend to be completed on Tues, Sep 5th. Please note the following: The …
We hope you’re enjoying your summer. Below are selected updates and articles from the month of July. Enjoy! 1) Starting tomorrow, Tuesday, August 1st, you can setup credentials for your Schwab Alliance account. The merger between the TD Ameritrade and Charles Schwab platforms will take place over the Labor Day weekend, to be completed on Tuesday, …
Below are selected updates and articles from the month of June. Please enjoy. 1) We welcome a new addition to the Mint Hill Family. Eleanor (Ellie) Mae Simonds was born on June 10th to Bethany and Zachary Simonds. As client engagement manager, Bethany plays an important role in celebrating the special moments in our clients’ lives, and …
In this Mint Hill Monthly, I’ll be sharing an update on the upcoming platform merger between TD Ameritrade and Charles Schwab along with links to several interesting articles from the month of May. Happy reading! 1) A date of September 5th has been set for the merging of TD Ameritrade and Charles Schwab platforms. On …
We will be using the Mint Hill Monthly to communicate pertinent updates and information relating to your financial life. For the month of April, we have two quick items: 1) Keeping your information up to date and accurate. Each year our firm sends an email requesting your review and completion of the Mint Hill Client …
We are excited to introduce Mint Hill Monthly, a newsletter designed to provide you updates on the market, our firm, and practical information to help you stay informed regarding your finances. We know you are busy, so our goal is to keep this concise. Below are the key takeaways from the month of March: 1) …
When Mint Hill was founded, the plan was to have three partners who each focused on a different area of the business. Tim, Tyler, and Matt brought unique skill sets and interests that contributed to a distributed, balanced set of roles and responsibilities. Equally important, they had chemistry as partners that worked, and they did …
A Rising Tide Lifts All Boats: Jake Stevenson’s Approach to Leadership at Mint Hill Read More »
Benjamin Franklin is famously quoted as saying, “In this world, nothing is certain but death and taxes.” Planning for the inevitable certainty of death is an uncomfortable task for many, so we strive to help you connect your choices about the future with your values and the legacy you wish to leave. When it comes …
When was the first time you grasped the meaning of a large sum of money – say, one million dollars? Maybe it was when you had your first success at the game Monopoly, wiping out your uncle’s savings because you had four hotels on Boardwalk and he had a house on Connecticut Avenue. Maybe it …
Over the next year, we will feature each of Mint Hill Wealth Management’s partners – Tim, Tyler, Matt, and Jake – in an effort to help our clients learn more about the individuals they have entrusted to help them manage their financial lives. This month, we share Tim’s story and the role that legacy plays …
