In the battle to scare investors, both did nice work this week. Market reaction or overreaction? Goldman expanding benefits, changes to retirement account contribution limits and get your paperwork in ASAP.
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. View all posts by Brett Fry