Back in May 2019, I opened a new Trust account with TD Ameritrade. With the recent downturn in stock market prices, I was able to complete the process of buying five of the ETFs I had been keeping track of for this account. My goal with this account is to use up to 50% of the money that I gain from dividends and interest each year as charitable contributions for my favorite non-profit organizations for the following year. (Click title to read more about my selections …)
Summer is here! What does that mean for Squintillions? It means my children are out of school and home with me all day and it is much more challenging to make any videos for the Squintillions YouTube channel. You know what is awesome though? I got a shout out from one of my favorite personal finance video influencers, Joseph Hogue, on his channel “Let’s Talk Money! with Joseph Hogue, CFA.” We are both doing the Grow Your Dough challenge and he referenced my previous Grow Your Dough update video. Check out his video here: Unforunately, my Sony RX100 VI camera… Read More »Status Update for Squintillions and Shout Out!
Are you taking advantage of all the points that you could gain with a travel rewards credit card? If not, learn about some of top choices for travel rewards credit cards. Read about the new travel rewards credit card account that I recently opened.
This article continues discussing my investment selection process for my new TD Ameritrade Trust brokerage account. It follows on from the TD Ameritrade ETF screener I used to select a set of ETFs to discuss my further process for narrowing down my choices.
I am deciding how I want to invest the money in this new TD Ameritrade Trust account. I am looking mostly for investments with good dividends or solid companies with some dividends and growth potential. In order to help fulfill my investing goals for this account, I decided to use the ETF screener at TD Ameritrade.
This article discusses changing credit cards or opening new accounts for better options with cash rewards.
I discuss my experience of opening up an IRA with TD Ameritrade and transferring my IRA to that brokerage from Edward Jones. I also cover my experience opening up a Trust account with E*Trade and transferring my assets from my other accounts at Edward Jones into my new account at E*Trade. I compare the new account promotions and the platforms.
Lessons learned from using a Financial Advisor. Discussion of the downside to using a Guided Solutions account with Edward Jones – high fees!