• Michael Wellings

April 21, 2017 Week in Review: War Stories and Geopolitical Risk

Caution: Unfiltered truth ahead! Tax day has come and gone, but does that mean the problems go away? Not in the slightest. Hear about an episode we had recently helping a client clear things up with a large financial firm. Follow us down this rabbit hole, and learn why its important to do business with a boutique investment firm instead of those guys that have Super Bowl commercials.

Also, geopolitical risk continues to be prevalent in the market, what can that mean for you? Good news ahead, check out our latest Week in Review with Mr. Jeremy Joiner, CFP®.