Annual Disclosure Brochure Update

September 26, 2017 | Demming

Dear Client: We are writing to you in regards to a number of administrative matters that, as a registered investment adviser, we are required to contact you about on an annual basis.  To minimize our intrusion we have combined several of these matters into this Annual Notice. Enclosed with this letter please find a copy […]

How to Respond to a Data Breach

September 11, 2017 | Demming

Dear Client, We have been receiving questions regarding the security breach at Equifax. Please see the attached article which may help clarify the issues surrounding the breach. It will also provide instructions for going forward. How to Respond to a Data Breach David W. Demming CFP® David W. Demming Jr. CFP® Karen Bordonaro CFP® Patrick […]