Congress pushes through a $900 Billion stimulus package. Consensus is that more will be needed. Tesla joins the S&P, the Bitcoin frenzy continues and Mackenzie Scott brings charitable giving to a spam folder near you. Plus a Robinhood fine could precede their IPO and mortgage rates set yet another all-time record low.

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.