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Holiday Schedule

In observance of the holiday season and New Year’s Day, please note the upcoming C2P/PCA office and TD Ameritrade schedule:

C2P/PCA Offices
Friday, December 23: Closed
*Trade requests will be monitored by PCA on Friday*
Monday, December 26: Closed
Monday, January 2: Closed

TD Ameritrade
Friday, December 23
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2017 Charitable Contributions

With the 2017 tax season quickly approaching, it’s time to put our collective charitable plan in place!

As you may know, Mastermind members voted on the Salvation Army to be the charity we will support during the 2017 tax season. The Salvation Army is serving more people in the United States than ever […]
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TD Service Issues

Please be advised that TD Ameritrade is experiencing heavy processing volume due to year end. This includes new account opening and distribution requests. We’ve been told by TD that Move Money forms and distribution requests are taking up to 48 hours to process. PCA is trying to expedite what we can. Please be mindful of […]
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DFA Dividend Posting

This is an alert to all advisors with accounts invested in PCA DFA models. There was an error in the dividend postings for DFA funds on 12/14/16 and 12/15/16 due to DFA providing incorrect prices to TD Ameritrade. This resulted in incorrect dividend postings, and purchases for those accounts set for dividend reinvesting, which required […]
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Year-End Tax-Related Deadlines

Please note the information provided below by TD Ameritrade Institutional:

We want to make you aware of several approaching year-end activities with potential tax implications for 2016, and the dates by which action must be taken in order for TD Ameritrade Institutional to meet the December 30 deadline. (December 31 falls on a Saturday this year.)

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December Study Groups

Please note the following changes to the study groups in December:

  • The Abundant Appointments and The Bucket Plan® & Holistic Planning Process will not take place this month.
  • The Tax Practice Builder has been moved from Tuesday, December 27 to Monday, December 19 at 3pm ET.


Allianz Rate Change Announcement

With the recent surge in the 10-year treasury note, we are starting to see carriers increase caps and rates for the better!  As of December 6th, Allianz will increase their caps and rates while decreasing spreads.

You can view the new rates by clicking here.

These rates are certified as of December 6, 2016.

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