With great excitement we introduce to you this new communication vehicle to keep clients informed and educated. Check out your first Quarterly Client Newsletter and let us know what you think!
Topics in this edition:
- 2014 1Q Market Commentary
- 2014 Taxes – A Bigger Bite impacting the affluent
- Sources of Risk – Managing It All For You
- Charitable Donation Options – Living to Give
- Update from Frank – Growth & Firm Enhancements