Financial Planning
You will notice a difference in this newsletter, aside from the format. From time to time, other members of the team will contribute to the newsletter. Ty Agar wrote this issue and it is especially pertinent as Congress recently passed a significant tax bill, which has major financial planning implications. In this issue, Ty, as our CERTIFIED FINANCIAL PLANNER professional, will provide an update on important aspects of the new law and what people should be doing about them.
Please click here to view the June 2003 newsletter.This material was created while Al Boris was at a previous broker/dealer and has been rebranded to reflect his current firm, Alex. Brown, a Division of Raymond James. It is provided for historical purposes only. Investors should not act on the historical comments which do not reflect current market conditions.
