Enclosed is our 1st Quarter 2020 Newsletter with timely articles on the markets, investing, and financial planning. We hope you find it helpful.
1st Quarter 2020 Newsletter
Mike Minter
Mike develops investment portfolio allocations, handles trading and rebalancing, and conducts research and analysis as a Portfolio Manager and Financial Advisor for the firm. As a perpetual student of investing and the markets, Mike considers himself obsessed with the subject. Mike has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Fund Specialist® designations. He is also an active member of the Houston chapter of the Financial Planning Association (FPA).
