We tried but couldn’t quite make a clean break from crypto talk. Berkshire price too high to record? Insurance premiums on the rise. Gas prices could be as well after the ransomware attack on the Colonial Pipeline. FAFSA filing deadline is June 30th but try not to get caught up with those college lists. No plans to retire? Seems you have company.

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.