Clorox wipes are back…or at least they were for about 30 minutes.  Add in some updates on stimulus checks, COBRA and how to get forbearance on PRIVATE student loans.  If you take a few minutes to listen to Charlie Munger’s story, you might not feel so bad for yourself.  A nice dose of perspective.

 

Author: Brett Fry

Brett rejoined Forteris Wealth Management this year and is managing our office in Dallas, TX.  While helping clients plan for retirement, education and generational asset transfers, Brett's expertise in portfolio management, managing concentrated stock positions, planning for the sale of a business, and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.