Daily Archives: September 26, 2018

Market Update – September 28, 2018

U.S. Markets are sitting close to historical highs driven by good economic data.  U.S. real GDP for the second quarter is at 4.2% on a seasonally adjusted annual basis, job numbers are strong, and inflation seems to continue to be in check. 

The Nest – How to use The Vault

The Vault is one of the most user-friendly items The Nest has to offer. Clients find this very useful as far as keeping all their personal, business and Surevest related documents in one place. Yes, you can even upload your passport, driver’s license and social security card.