Yet another stimulus bill is being discussed in the halls of Congress, mortgage rates are at all-time lows (yes, again) and the virus has caused the cancellation of the Nobel Prize dinner.  If that isn’t bad enough, NY could be working on a billionaire’s tax.  Seemingly unrelated, your change may be worth more than you think.

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.