Coming up on "How Did We Get Here?" Two convos. One with @stojboj.bsky.social and another with @samrook.bsky.social. You are gonna love them. Join me and Jessica L. Bost, CFP®, RICP® on Spotify or Apple. Come for the snark, stay for the cool content. riverside.fm/shared/snaps...
Beautiful.
Holistic planning mixed with artisanal portfolios.
Wen new client money?
Changing my business to a premium financial wellness experience.
My calendly will probably be full by Jan 15th
TD AML department is rattled
I like that it's basically a clean slate. None of your data and interactions within the algorithm exist here. Kind of like we've moved to a new town across the country
Bless you TV!
The return of fried egg social posting is welcome! Looks delicious
Christmas Party season is the best season.
Important detail for anyone arguing the asset cap on TD will be short. This WFC cap has been in place for years
Yes. We have passed the time for statute of cancelations to apply.
What! I need to hear this story.
If you own US listed/domiciled mutual funds or exchange traded funds, it's Cap Gains distribution time over the next few weeks.
Call your advisor to check the impact to you.
If you're a DIYer, find the info on the fund co website.
It's especially important if you are in 🇨🇦 to do this now!
I hear you! I'm gonna try.
I am learning sooo much about urban planning tho 😆 🤣
Dashing and debonnaire?
It's funny following people on here and then you see none of us have posted anything yet.
Feels like first day of school in some way
Canary!
How many Tauntauns were harmed to make that vest?
New social media. Who dis?