Have you had your Annual Review?

The “Summer Slump” of investing is long gone, and that means it’s our favorite season - portfolio review season. In the fall, you’ll find our schedules fill up rather fast to meet with clients before year end. If we haven’t seen you yet this year (or you like to meet more than once/ year), be on the lookout for a phone call from Administrative Assistant, Becca Schager, and she will coordinate a time for us to meet.