Experience in evolution is something that matters a lot to us.

On an investment level, we look for companies that have proven they can excel through changing business environments while maintaining their commitment to shareholders.

On a research level, we have seen inefficiencies in the market become efficient and the need to ensure our process evolves as necessary.

On a client level, we see priorities and requests change over time.

Therefore, on an operational level, we are consistently looking to be more helpful and to offer more (of course, without sacrificing what we do best).

We want to continue to evolve in our offerings and plan to share even more knowledge, advice, tips, etc. with you.

This could range from thoughts on the high-interest rate environment, to the advantages of So, if you have questions or topics you would like us to report on, please let us know. individual / joint accounts over checking and savings accounts, to advice around converting traditional IRAs to Roths.

You can expect to receive this type of outreach from a new email address,markjacob@katzfamilyfiancial.com.This is a great way for us to collectively communicate.However, if you choose to email us individually, that is still perfectly fine.

To best evolve for you, we would love to hear from you. So, if you have questions or topics you would like us to report on, please let us know.

*in the case of a discrepancy between Fidelity Investments monthly statements and Katz Family Financial monthly portfolio statements, Fidelity Investment statements should be deemed as the correct and accurate report source.