Mike discusses how PlanFIRST differs from the usual large brokerage firm with Jeremy Weaver, CPA, the newest member of the PlanFIRST team. Mike and Jeremy also discuss capital gains distributions for mutual funds.
Mike discusses how PlanFIRST differs from the usual large brokerage firm with Jeremy Weaver, CPA, the newest member of the PlanFIRST team. Mike and Jeremy also discuss capital gains distributions for mutual funds.