On behalf of the entire team at DV Financial, we hope you and your loved ones enjoyed a wonderful holiday season, and we wish you a safe, happy, and prosperous New Year.
Insights & Other Important Communication
Autumn is probably my favorite season, although maybe that is just because it is the current season. I like the change of seasons. It is one of the reasons I love living in Iowa; we have four separate and distinct seasons which gives truth to old maxim, “if you don’t like the weather, wait five minutes and it will change“. On rare occasion, a change in the weather can quickly go from perfect to a disaster.
Earlier this week you may have received a letter from Investment Advisors Corp. (IAC) with the bold headline “Please Review – Important Information Regarding Your Investment Advisory Account”, a copy of which can be viewed here: IAC Letter. The letter explains the recent announcement where IAC has entered into a new agreement with Cambridge Investment Research Advisors, Inc. and explains how it effects their clients as well as the decisions and actions those clients must face.