Record low mortgage rates along with extended time working from home are pushing people to upgrade but maybe your starter home is the way to go.  Besides, if you want to host a large gathering, just rent out an AMC movie theater for as little as $99.  Seniors starting up businesses, following up on Robinhood accounts getting hacked and more.

Author: Brett Fry

Brett rejoined Forteris Wealth Management in 2020 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.