Hello valued clients and friends! Spring is almost here, and as the weather starts to warm up our attention here at Mint Hill inevitably turns to tax season. The most wonderful time of the year? Debatable. But certainly something we want to keep you up to speed on. To that end, we’ve included a few …
Mint Hill clients and friends, I hope this message finds you well. Enjoy another fresh batch of articles that caught our attention this month. As always, let us know if there’s anything that perplexes or intrigues you. And, stay warm out there! Warm regards, Tyler Anderson, CFP®PresidentMint Hill Wealth Management YOUR COMPLETE GUIDE TO BUILDING …
Happy New Year! As we enter 2024, we’re excited to share another carefully curated compilation of articles. These pieces are selected to provide valuable insights and keep you well-informed in an ever-evolving financial landscape. As always, feel free to pass these along to friends and colleagues. Any article-related questions or thoughts? We’re just a message …
Mint Hill clients and friends, Exciting news about this newsletter! Starting with this edition, we’re able to provide the best of financial journalism from leading publishers like the New York Times, Business Insider, Forbes, Reuters, and Bloomberg, tailored for you – all at no cost. Each month, I’ll send out a handful of articles that …
Hello valued clients and friends! As we enter a new month, we’re excited to share with you a collection of interesting articles from the month of October. Hope you enjoy! Bank of America warned consumers they would be pushed to the ‘point of pain’—and CEO Brian Moynihan says we’ve now reached that point. Read Article Bank …
We hope your Fall is off to a great start! Below are selected articles from the month of September. Happy reading! Fed Holds Interest Rates Steady – for Now. Read Article The US Federal Reserve keeps its key interest rate at 5.25%-5.5%, debating further action to control inflation. Economic challenges complicate policy decisions. America’s Biggest Landlords …
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 …
