Economic and Investment Outlook for 2022
This year we once again focus on the main questions investors are asking coming into 2022: Will the coronavirus be vanquished? What does this mean for people, businesses and investors? Secondarily, is inflation really transitory or longer-term? Are stock and bond markets overvalued?
Year-End Planning: Roth Conversions and CA Proposition 19 Impacts
As year-end approaches, it is important to address any unresolved planning or tax issues for 2020 and ensure you are on track for 2021.
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Schwab and TD Ameritrade Eliminate Commissions – Early this month, Charles Schwab & Co and TD Ameritrade both announced that they would be eliminating commissions for US Stocks, ETFs and Options (although for options, a contract fee still applies). This allows WESCAP greater flexibility in trading and selecting the optimal funds for client portfolios. For more information, please see the disclosures below:
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