Watch the video to see how the market has done, how True Wealth Design has done in selecting investments for client portfolios, and what to expect going forward.
- How has the market done? Discussion of recent market performance (minutes 0 through 9).
- How have we done? A review of category average performance for investments selected by True Wealth Design in client portfolios. (minutes 9 through 19)
- What can you expect going forward? A discussion of expected investment return forecast. (minutes 19 through 25)
Video conducted by Kevin Kroskey, CFP – President & Sr. Wealth Advisor.
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