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Money Matter$

Insights from the Sommers Financial Management Team

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SFM 2023 Technology - Better or Bother?

This summer we changed our client performance and document portal from Advyzon to GDX360; and we recently changed custodians from TD Ameritrade to Schwab (not our choice, but because of the acquisition of TD Ameritrade by Schwab). What remains the same with our technology are the three most important platforms the SFM team utilizes daily to add value to our clients: Our Client Relationship Management software, our Financial Planning software, and our Investment Management software.

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Lazy Money - A Winter Tale by Blaine Butcher, CFP

“Right now, US Treasury Notes are paying up to 4.5% and FDIC-insured CDs are paying above 5%,” said the financial planner. “Yes, but what about the risk?” questioned Mary. “US Treasury Notes are backed by the full faith and credit of the U.S. government; they are considered the safest investment in the world. CDs that are FDIC-insured are similarly backed by the U.S. government.

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