FPC Views on the Brexit
June 24, 2016 SUBJECT: Britain Votes to Leave European Union To our clients: Yesterday, Britain voted to leave the EU (Brexit). There is a lot of news and commentary out there, so we felt it prudent to send out an executive summary on our thoughts and how it relates to your portfolios. It is known that […]
Qualities to Look for in a Financial Advisor
Recently, my wife Panoo and I updated our estate plan, which we do every year. I had a notary come to the office: a pleasant woman who was excited we were updating our estate plan.