A deli with $35K in revenues is valued by the markets around $100 million.  Is Robinhood there for the little guy or is the little guy their prey?  Possible changes to RMD rules, Bernie wants to change the estate tax and dogecoin as cryptocurrency takes a turn towards the bizarre.

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.