Well Balanced Vol. 22
Well Balanced. Volume 22. A round-up helping you get today right.
📈 Stock Quote
"My advice to new artists is to embrace a broader concept of timelessness than vintage or retro."
- Brandi Carlile, singer-songwriter & playing the 2023 Minnesota State Fair
🎓 College Savings Plan
Avoid these Common Mistakes
A 529 plan might be called a college savings account, but don't let the word "savings" fool you. Like a 401(k), your money isn't guaranteed to grow, and your plan's performance depends on your investment selection, as well as market conditions.
🤝 The Final Countdown
Schwab and TD Ameritrade Merger
If you have an account with TD Ameritrade Institutional, your account will move to Charles Schwab over Labor Day weekend. Schwab will automatically transfer your assets and holdings.
After the move, you will have access to Schwab Alliance, Schwab’s secure online client portal. If you have a TD Ameritrade account, you should have received their notice late June with more details about the transfer.
🪣 The Bucket List of Minnesota Wonders
Curated by our friends at Mpls.St.Paul magazine
From metamorphosed landforms of St. Croix State Park to the grand vistas of Eagle Mountain, Minnesota has many natural attractions beyond its 11,842 lakes. Here’s a list for your late summer planning.
⚡ All Charged Up
Electric Vehicle Trends & Credits
For the first time in California, 1 out of every 4 new cars sold in the last quarter were zero-emission vehicles, according to the California Energy Commission.
The Inflation Reduction Act of 2022 includes various tax credit options for consumers and entities purchasing electric vehicles. Individual consumers who buy a new qualifying EV from now until 2032 can receive a tax credit of up to $7,500.
🍿 ICYMI
Insights & Videos
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