And things are changing … and change is good. The financial investment industry has been evolving for a few years now, and some of the changes are about to become noticeable to you.
As you receive your statements in 2017, there will be some differences … statements will now include comprehensive information on:
- The performance of your investments;
- And, the costs associated with those investments.
This enhanced disclosure will help you better understand your financial position and the value of the services we provide.
As David Bowie sang … ch-ch-changes, time may change me, but I can’t trace time. We are looking forward to this next stage, and hopeful that it will incite lots of conversation.
And as always, if you have any questions or if we can help with any of your financial planning needs, please give us a call or e-mail. We love to hear from you!
Change your thoughts and you change your world. - Norman Vincent Peale
