We only know that our next President will be collecting Social Security over the next 4 years.  A number of states up for grabs the day after the election and none of them are Florida.  Cruise ships back on the water, Secure 2.0 and deferring financial decisions to your better(?) half.  Plus a hard stop 7 minutes into our podcast – we really need to work on our technical skills….

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.