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Watch this video to learn about the five biggest mistakes we see FRS Special Risk participants making.

Investment Management
Northstar Financial Planners Inc.
To Bit or Not to Bit: Investing in Crypto

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.

Investment Management
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Tales from The Crypto: Cautionary Bitcoin ...

Bitcoin and related cryptocurrencies are the subject of much debate and fascination. Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio.

Investment Management
Steve Tepper, CFP®, MBA
Trading into Stock Frenzies: A Lesson in ...

Forget GameStop. Here’s some real-life investing lessons to learn from fictitious company LameSlop.

Retirement Planning
Allen Giese, ChFC®, CLU®
The 3 Biggest FRS Retirement Concerns

Watch this video to learn 3 big issues for Florida Retirement System’s Special Risk participants.

The Coming Schwab Transition

Sometime around Labor Day weekend in early September, we expect the merger of Charles Schwab and TD Ameritrade to finally be completed, impacting all of our clients with accounts at TD Ameritrade Institutional. Here’s a short synopsis of what’s happening and how it will affect you, and a link to Schwab if you want to learn more.

  • Your relationship with Northstar will not change.

  • Your account will move from TD Ameritrade Institutional to Schwab over Labor Day weekend 2023.

  • Schwab will automatically transfer your assets and holdings—there is nothing you need to do.

  • After the move, you will have access to Schwab Alliance, a secure online client portal.

  • You will have a new Schwab account number, so you will need to update any direct deposits or recurring payments that you have set up directly with your bank or other third parties. Any instructions set up on TD Ameritrade will transfer over.

For more information on the transition, please visit https://welcome.schwab.com/alliance.

We will continue to update you as we learn more.