#1. If you use the Microsoft Edge browser, and if you have installed the most recent Microsoft software updates you may now be unable to access your secure client (Morningstar) portal. We are aware of this problem and are searching for a fix. In the meantime, we suggest you use the (Google) Chrome browser, which is not affected. If you do not presently have Chrome, you can download it here.
#2. Jayne and I will be enjoying some vacation time with our children and son-in-law next week in Central Florida. We will still be in touch and able to assist with client needs, but our responses may not be as timely as usual.