We wanted to take a moment to celebrate a milestone here at Addis Hill – 15 years of dedicated service from Kelly Bashore! Kelly is now the director if investment management and works tirelessly to analyze client investment accounts, creates efficient well diversified portfolios, and carefully and thoughtfully maintains accounts over time. It’s a big job with over 135 households and 350+ accounts to take care of. Kelly offers a unique blend of highly analytical skills and a knack for relating to our clients in a way that makes them feel well cared for. We have always asked a lot of Kelly and she has always been up to the task, whatever it is. Addis Hill would be nowhere near where we are as a firm without Kelly’s influence. Please join us in congratulating Kelly on 15 wonderful years.
Per Stirpes or Per Capita? Your retirement account beneficiary guide
September 3, 2021
If you are interested in making sure that the right people inherit your retirement accounts, it is critical to understand the difference between per stirpes
