How to Create Your TD Ameritrade Log-in

At MD Financial we believe in giving our clients the best service possible. It will only take a few minutes of your time to setup your online access. Below are some of the benefits of your online client portal at TD Ameritrade:

  • Access to all of your investment accounts held at TD Ameritrade

  • Access to current values of TD Ameritrade accounts

  • Ability to update physical/mailing addresses on your accounts

  • Ability to download electronic tax documents

  • Ability to view electronic monthly statements

  • Access to electronic trade confirmations 

To set up your profile on TD Ameritrade’s custodial website (if you have not done so already) please click the following link, https://www.advisorclient.com/login. Then select “Set up my profile”. Otherwise, download our step by step guides below.

2018 Market Review

2018 Market Review

After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the implementation of Brexit, US trade wars with China and other countries, and a flattening US Treasury yield curve. Global equity markets delivered positive returns through September, followed by a decline in the fourth quarter, resulting in a –4.4% return for the S&P 500 and –9.4% for the MSCI All Country World Index for the year.

1st Quarter 2018: Benchmark Performance

1st Quarter 2018: Benchmark Performance

Despite all of the noise in the media, the markets have only experienced small overall negative returns this year.  As of today, most of our long-term, diversified portfolios are only down about -1.0% since the beginning of the year.  This is common for short-term market reports.  We expect to continue to see choppy markets throughout the rest of the year.

New Federal Tax Bill and Its Impact on Doctors

New Federal Tax Bill and Its Impact on Doctors

Many of us have been glued to the news in recent weeks. The new tax bill is official as of writing this article, signed into law Friday, December 22nd, 2017.   

We've summarized the impact the new tax bill will have on doctors and their families. Click here to learn more.

What the New Tax Proposal Could Mean for Doctors and Dentists

What the New Tax Proposal Could Mean for Doctors and Dentists

Last Thursday Congress’ long-awaited tax proposal was released to the public. Here is a quick summary on how, if passed, this legislation could impact our physicians and dentists.

Quick & Dirty Estate Planning for Doctors

Quick & Dirty Estate Planning for Doctors

Although most of our physicians are concerned about income taxes—estate taxes can be a much bigger burden. In fact, they can eat up almost 50% of an estate.

The good news: unlike income taxes, estate taxes are completely voluntary. There are things doctors can do to make sure your estate passes without any estate taxes.

For estate tax purposes, you may be richer than you think. 

Your Personal, Private Financial Website

Your Personal, Private Financial Website

Quick Quiz: Could you name all of your many financial accounts without using a cheat sheet?  How about remembering each and every log in and password?

Most of our clients could name some of their accounts, but few could list all. The reason is your life, is complicated and you are short on time.

How Smart Tax Strategies Can Save You Money, Now, and in the Future

How Smart Tax Strategies Can Save You Money, Now, and in the Future

When I first started financial planning, we all had one basic assumption - push taxes into the future. The general thought was our clients would be in a much lower tax bracket for taking distributions from their retirement plans. About 13 years ago, I had an "aha moment". What if that assumption was false?

Managing Debt

Managing Debt

Every physician needs a debt plan whether they are a younger physician with a lot of student loan debt or an attending physician with mortgages.  Managing debt is often a neglected area of physicians’ finances, but fortunately there are many options to address this critical need.