Mount Olympus Awards Manufacturing Letterman Jacket Awards

French Stocks, Protestantism, and Old Money

One of the reasons I haven’t been around much this month is I’ve been working with members on both sides of my family, adjusting portfolios now that we are in a new tax year, reviewing plans to make sure everyone is on track for retirement, and dealing with some paperwork that includes a nightmare of an annuity transfer that has gone so wrong, I had to have the annuitant involve the regulators of two different states.