Mortgage refi changes (yes, we talked about this last week) have been postponed, Baby bonds floated in NJ, and pandemic clauses could be in your next lease.  Don’t ask for forbearance immediately after signing your mortgage docs.  Finally, let’s grab a bite in London Monday – Wednesday.  $13 off…

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.