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October 8, 2009

Myra featured in IA cover story


Myra graces the cover of Investment Advisor's October 2009 issue.  The cover story highlights how Myra and The Wealth Conservancy are moving forward for their clients even as Congress remains mired in indecision on critical estate tax issues.  The article touts EstateLogic software (Myra's own brainchild) which can organize and aggregate estate details while clients await resolution by the end of the year on the future of relevant taxes.  The story also quotes Myra on maintaining effective client/advisor relationships.

View the article here.





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