Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. This quarter we are highlighting Nick Merryman, our new addition to our team. We introduce a special client, Thelma Boyer and introduce some exciting updates to our investment and trading platforms.

In this edition:

WAG on the Move: Welcome Bridgette Ewart!

Tech Corner: Fraud Prevention

Tax & Legislation Corner: Advance Child Tax Credit Payments

Retirement Planning Corner: Social Security

Investment Corner: Midyear Economic Outlook

To read the full newsletter click here: July 2021 Newsletter