Mint Hill Monthly – January 2024
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 Monthly – December 2023
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 […]
Mint Hill Monthly – October 2023
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 […]
Mint Hill Monthly – September 2023
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 […]
Mint Hill Monthly – August 2023
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 […]
Mint Hill Monthly – July 2023
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, […]
Mint Hill Monthly – June 2023
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 […]
Mint Hill Monthly – May 2023
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 […]
Mint Hill Monthly – April 2023
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 […]
Mint Hill Monthly – March 2023
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) […]