We were happy to again host our Financial Literacy Night, an evening of finance, fun, and snacks in our New York City office. Our aim is always to be easygoing but empowering! We had a collection of young people who are important in our clients’ lives: family, neighbors, and friends. We believe personal finance should be a part of the curriculum…
Read More
What’s New With the Schwab Merger?
The move will happen just after Labor Day. After several years of preparation behind the scenes, the merger of our custodian TD Ameritrade Institutional with Charles Schwab will complete its final steps at the end of this summer. We at Blue Spark Financial have been talking to clients about this since 2019, when Schwab first announced it would buy TD….
Read More
Tanglewood 2023
Once again we invite clients to join us in the beautiful Berkshires for an evening of food, wine, and music at Tanglewood. Founded in 1940, Tanglewood has established itself as one of the world’s premier classical music institutions. The grounds feature expansive lawns for outdoor picnics, stunning gardens, and several performance venues, creating an idyllic setting for music. The music…
Read More
Metrics of the Economic Recovery
Since the pandemic began, disruptions in business activity have not been uniform across regions, and often have been different from one week to the next, based on damage done by local COVID-19 outbreaks. Unfortunately, many government statistics used to monitor the health of the U.S. economy are backward-looking and somewhat delayed. Changes in gross domestic product (GDP) indicate the rate…
Read More
American Rescue Plan Act of 2021
The latest stimulus was a $1.9 trillion (yes, trillion) emergency package, called the American Rescue Plan Act of 2021, which was signed into law on March 11, 2021. This includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and schools. It is intended to help people and businesses during the ongoing coronavirus pandemic…
Read More