My wife and I have overcome many obstacles in our lives. We came from families that did not fit the traditional mold of what a family is or perhaps should be. Our families often teetered from lower middle class … Continue reading
Tag Archives: Firm News
Kevin Kroskey In The Press: “DIY Investing”
I was recently interviewed for a Crain’s Cleveland on “DIY Investing.” It’s funny how each time I’m quoted, regardless of the publication, it tends to be more of a editorialized quote to paraphrase what I said and fit into the … Continue reading
Change to Money Market Fund in Client Accounts
We will be changing the money market fund used in client accounts to a new tiered-rate structure fund, based on the brokerage account value–not just the money fund value. The larger your account, the larger the credited yield. For example, … Continue reading
True Wealth Design Client Survey Results
We conducted our first Client Audit in October 2012 with the help of Advisor Impact, an independent industry consultant. The goal of the survey was to gain a better understanding of our client’s needs and to ensure that the service … Continue reading
Kevin Kroskey Recognized for Service to Area Medical Professionals
Akron, OH (July 30, 2012) – According to the Bureau of Labor Statistics, there are approximately 700,000 physicians in the United States who work in excess of 60 hours per week. While their earning potential is the highest among any … Continue reading