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1st Quarter 2018 Newsletter - Facts & Perspectives

1st Quarter 2018 Newsletter  

Back to work. The holidays are over!  (bah humbug) 

The timely topics covered:

  • Alex discusses the year ahead in "Still Optimistic and Still Cautious"
  • "How Will the New Tax Bill Affect You?" Sandi's expert recap
  • By the numbers - Jim gives a market recap
  • Sandi tell us what we can learn from the 2017 markets
  • "Are You Ready for Your Hurricane Harvey?" how to be prepared by Sandi
  • 2017 Tax Reporting Update
  • Meet our new team members
  • As usual, a personal update from our team.

Read Entire Newsletter!

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Five Star Wealth Manager Award

Alex Petrovic, CFP® is a three-time award winner (2012, 2014 & 2015). The award's criteria are 1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or nondiscretionary client assets administered; 9) number of client households served; 10) educational and professional designations. This award is bestowed by Five Star Professional, an independent third party organization.  

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