The Quarterly – Edition 2, Summer 2016

(Link below)

In this edition we…

 – Give an update on firm progress
 – Offer some comments around the Brexit
 – Provide some alternative news to the more frequent ‘doom and gloom’ headlines
 – Place a spotlight on a popular tax-optimization strategy, and
 – Review one of our behavioral tendencies and how it may affect investment decisions.

Click the link below for access to our newsletter. If you’d like to be added to our hard-copy mailing list, please email with your request.

The Quarterly – Edition 2, July 2016

Leave a Reply

Your email address will not be published. Required fields are marked *