We receive lots of questions. Sometimes from our clients (and prospective clients), sometimes from financial advisors, and sometimes from phone calls out of the blue. We’ve begun compiling the most frequently posed questions and have posted them on our web site. There are always new topics, updated interpretations of old issues, and new visitors to our site.
If you are wondering about something, there is a good chance someone else is as well. For that reason, if you have a question for us, feel free to visit our Frequently Asked Questions section. You can view what others have asked, and can leave a question for us there. If it is beneficial for everyone, we will post it (anonymously) along with our response.
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