Does your 401(k) balance have you thinking about retirement? Times have been good The stock market has moved upwards for the better part of a decade. The S&P 500 is up around 378% during this time. Thanks to rising markets and workplace savings, 401(k) millionaires are at an all-time high. The fear that was present in […]
HOW SHOULD RETIREES INVEST IN A BULL MARKET? Read More »
2019 2019 was the busiest year ever for Birch Investments and we have big plans for 2020! Our 8th year in business saw a lot of growth. Alongside that growth we are continually reinvesting into the future of Birch Investments. Clients Birch now serves 50 client households spread across 4 states. Office Space We moved into a
Year In Review – 2019 Read More »
Snowbird Estate Considerations As the snow arrives in South Dakota it’s easy to picture escaping south in the winter. With the growing popularity of AirBnB and VRBO we are seeing more families opt to rent their winter homes. However there are still those who have a desire to own their winter getaway and have a
What Estate Issues Should Snowbirds Consider? Read More »
TD Ameritrade Goes Commission Free You may have seen the news…TD Ameritrade is eliminating base commissions for online exchange-listed stock, ETF (domestic and Canadian), and options trades, moving from $6.95 to $0.00. Please see the company press release for additional details on this milestone announcement: THE BEST JUST GOT BETTER: TD AMERITRADE INTRODUCES $0 COMMISSIONS
TD Ameritrade Now Offers $0 Commissions Read More »
Year-End Financial Planning The leaves are changing colors and I’ve consumed 10 gallons of pumpkin spice lattes. It’s officially fall and a great time to review what needs to be done before the end of the year. Income Planning I like to begin my reviews with what money is coming in the door. Has your
Year End Financial Planning – 2019 Read More »
