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What Monsters are Lurking in Your Portfolio?

10/28/2020

 
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Thomas B. Scarpaci Jr., partner

​Joseph D. Sciarrino, CPA, partner

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P 718.698.1000
E tscarpaci@c1s.net
E jsciarrino@c1s.net
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This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.

Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor.  Financial Solutions Group, LLC and Client One Securities, LLC are not affiliated.
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This information has been provided by a Licensed Insurance Professional and does not necessarily represent the views of the presenting insurance professional.  The statements and opinions expressed are those of the author and are subject to change at any time.  All information is believed to be from reliable sources; however, presenting insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only.  It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 
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