Author: Thad Schlaud

What We’re Reading This Week

Thad Schlaud

This week we review some bad news for compliance officers after a recent civil suit involving wire fraud and a new trend of companies ditching the open office space concept. Check out our latest blog for details!

Categories: Industry Ideas, News

Roth IRA 5-Year Rules

Thad Schlaud

You read that right. There is not one, but two 5-year rules for Roth IRAs. While that may sound confusing, in his latest financial planning blog, Thad Schlaud breaks down what these rules are, how they work, and when they may be relevant to you. Take a look!

Categories: Education, Industry Ideas

What We’re Reading This Week

Thad Schlaud

While ETFs are most commonly utilized to reduce an investor’s risk through diversification, there are newly SEC-approved ETFs that look to take on four times the risk of a normal Exchange-Traded Fund. Join Thad Schlaud this week as he dives into two very different aspects of ETFs and what this could mean for investors moving forward.

Categories: Industry Ideas, News, The Market