Wall Street Steward Blog


LPL Account View - Client Information

As some of you may already be aware, we have been selected to participate in a pilot program for the new Account View. On June 24, the old Account View was migrated with a newer version. We want to apologize for not communicating these changes beforehand. We should have done a much better job letting you know what is going on and how these changes would affect you. Our aim is to ensure that you are completely satisfied with the service you receive from Family Trust Investment Services.


The Summer Blockbuster

For movie buffs like me, summertime is the best season of the year because normally Hollywood chooses to release the large “blockbuster” films during the warm months.  One can speculate about the possible reasons for this, but it is a phenomenon that has existed since Jaws debuted in the summer of 1975.