One week later and another vaccine is out.  The market, particularly small cap and value, react positively.  A tax to work at home?  Housing markets jump whether buying or renting and you can even enhance your income by renting out your pool.  Plus Medicare, offensive Covid fees and a nice place to bring the whole family together.

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.