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….
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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…
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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…
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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…
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Different This Time?
I was a new dad in the late 1990s, during a heady time in the stock market. Companies like Pets.com, e-Greetings, Red Hal, CMGI, Webvan all were hot, and all the other new parents talked about that at every kid birthday party. Some felt like they struck gold, and the others were feeling left out. Sound familiar? The internet was…
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