Biggest jump in social security payments in 40 years, possible tax assistance for property and casualty losses and questionable trading in judges’ portfolios.  Plus ETFs trading crypto futures are here and banks are pushing back against IRS requests.

Author: Brett Fry

Brett is the Managing Director of our office in Dallas, TX. In his current role, Brett oversees all aspects of client relationships whether that be creating financial plans, managing investment portfolios, or coordinating tax, estate, or insurance strategies with other professionals in this network. Brett's expertise in portfolio management, planning for the sale of a business, managing concentrated stock positions and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.