About Marie Villard

As Director of Operations, Marie enjoys working with clients to help them simplify their financial lives and achieve their goals. She handles a wide array of items, from complex estate transactions to compliance to firm communications. Read Marie's Profile HereRead More Articles by Marie

The Two-Minute Tour

Curious about where we work and who we are? Watch this video to take a brief two-minute tour of our office! Read More

Changes to Schwab Monthly Statements

If you received your Schwab monthly statement in the past week, you may have seen an insert in the mailing talking about some upcoming changes to the way Schwab will be reporting your account activity going forward. Read More

Update on 2015 Tax Forms

Schwab has announced that the mailing dates for 2015 tax forms will be a little bit later than they have in previous years. Below is a modified schedule of when you should expect to see your forms, either via mail or email. Read More

Year-End Gifting | A Triumph of Kindness

Ben Franklin said “In this world nothing can be said to be certain, except death and taxes.” And, while that was some 250-ish years ago, nothing, still, is more certain. …

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There’s an App for That

A couple of years ago, I wrote a blog post about how to jumpstart your New Year’s resolutions where I discussed a few ways to keep track of and record the …

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eApprovals and eSignature

Last month, Schwab launched two new online request tools known as eApprovals and eSignature. These new services are open to all of our clients, require Schwab Alliance online setup, and …

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Mobile Security

We’ve spent a lot of time discussing money safety and how to be better at securing your online identity, financials, and overall internet and device setup. With the launch of …

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