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
Video conducted by Kevin Kroskey, CFP - President & Sr. Wealth
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