Perfect 10!

We are celebrating 10 amazing years of independence and growth! It's hard to believe it was 10 years ago that Jeff Thiesen and Lance Dueker left a major Wall Street firm to serve clients independently. We have been blessed that many, many clients and team members have joined the family since then. Now, with multiple offices throughout California and dedicated local teams at each office, the commitment to independence has never been stronger. It's simply how we like to serve our clients and how they prefer to be served.  While independently owned and operated, TD Group is associated with LPL Financial - the nation's largest independent broker-dealer (As reported by Financial Planning magazine, June 1996-2013, based on total revenue. LPL Financial provides tremendous resources to help us deliver all the benefits of the largest Wall Street firms, but with local autonomy. It's been a great relationship for TD Group and our clients.

One Building to the West

TD Group's Fresno headquarters has moved! We are settling nicely into our new home just one building to the west of the original location. Our new location is in the Brownstone Building at 7050 North Fresno Street. TD Group occupies 12,500 sq. ft of the building's first floor. We are so proud of the new space, and we know we have you to thank for all our success.

So Let's Celebrate! 

Mark your calendar for TD Group' 10 Year Anniversary & Open House Party on Thursday, October 17!  Our theme is "10 Years Together!" That word "together" is at the core of all we do here. It's about our family working with your family. It's about all of us making our community better ... together. So we truly hope you and your family will join us. After all, you're a guest of honor!

Your Account View Upgrade

Our clients have always had positive feedback on our online Account Access portal. We are pleased to announce that it just got even better. Our partner, LPL Financial, recently unveiled several technology upgrades, including the new Account View. The new Account View offers an improved user interface, streamlined navigation and many new features, including easy access to accounts, statements, tax documents and trade confirmations. Additional transaction history is available along with access to current market data and enhanced security features. We encourage you to get logged on! You can access the new Account View on our website www.thiesendueker.com or www.myaccountviewonline.com. For detailed instructions, please reference the Getting Started Guide.  Feel free to call us with any questions.

Our Annual Family Tailgate is November 23

Fresno State Bulldog Football is in full swing, and we Bulldog fans have a lot to be excited about! At #21 in the USA Today Coaches Poll, Fresno State has climbed into a national ranking for the first time since 2008. We've got another awesome Carr at QB. And we beat Boise State! Our Thiesen Dueker Client Appreciation Tailgate will be November 23 at 1:00 pm before the 4:00 pm kick-off of the New Mexico game. For those who have attended in years past, you know that this is a great, family-friendly event.  Make plans to attend and expect to have a good time. Look for more information to come. Go Dogs! 

TDU is a Hit!

The TDU Educational Seminar Series has been a huge success. On a monthly basis, we have been hosting a seminar addressing different topics. Back in July, Alan Simeon of Eaton Vance Investment Managers presented on current and timely topics with insights on fiscal policy, taxes, entitlements, and the Federal Reserve. In August, Colleen Sylvester of Blackrock Investments shared how important it is to understand the role that Social Security benefits can and should play in your overall retirement income plan. Just recently, local attorney Paul Franco joined us for a discussion on estate planning. Thank you to all who have attended one of these valuable TDU Seminars. Our topic for October is Planning for Healthcare in Retirement. Special guest, Julie Johnston, will be here to answer questions and discuss ongoing concerns.   We are working on the topic calendar for the rest of the year. Each month, we'll email an invitation to the next TDU Seminar. We hope to see you there!

Let's Talk

It's our privilege that you have chosen to allow us to assist you in your financial goals. We always want to do a great job for you. Part of that is doing regular reviews with you to determine where you've been, where you want to go and discussing proactive management of your accounts. Please call us whenever you have questions, new information, ideas or new goals. A little talking can lead to a whole lot of smart "doing."