I’ve recently had several clients ask me to speak to their kids about money and investing. Anticipating both limited time, and limited attention spans (on behalf of the kids, of course) I spent a lot of time thinking about how to do this. I knew that the materials and the discussion would need to be […]
*Timothy Corriero, represented under the tradenames “Juris Wealth” and “The JD Investor”, is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. Registration does not imply a certain level of skill or training. The JD Investor does not provide investment advisory services. It is a website/blog dedicated to educating and informing investors. See disclosures. Please refer to GAM’s Client Relationship Summary (Form CRS) or visit adviserinfo.sec.gov for additional information.
