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2017 Q1 Video Market Review

April 13, 2017

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.

(Note: To improve the quality on your player to HD video, click the gear icon and select 1080p HD.)

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