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Doug Kirkpatrick, CFA

March 1, 2017

Investments

Keeping Up with the Joneses

Doug Kirkpatrick, CFA

March 1, 2017

Investments

Keeping Up with the Joneses

Charles Schwab and Fidelity got themselves into a price war. Then TD Ameritrade Institutional decided to join.

We the customers are the winner.

Thoughts from our CIO:
DOUG KIRKPATRICK, CFA

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The views expressed in this commentary are exclusively those of the author, and are not meant as investment advice and are subject to change without notice. The commentary does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person who may receive it. You should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. There is no guarantee that any investment program or account will be profitable or will not incur loss. You should note that security values may fluctuate and that each security's price or value may rise or fall. Past performance is not necessarily a guide to future performance. Individual client accounts may vary.

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