Recent market volatility followed by a spike on news of a vaccine breakthrough. Peloton is popular… and pissing people off.  Bitcoin volatility is also back and buying homes with your significant (non-spouse) other is all the rage.  Plus that job managing Whole Foods pays better 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.