The majority of you probably look at your investments once a quarter, when the quarterly statements arrive. I dislike those quarterly statements... and YOU should too!
LINKS
- Learn more about Dallin https://dallincutler.com/
- Subscribe to the channel www.youtube.com/@insightwdallincutler
SOURCES
- Kwanti: https://kwanti.com/
- S&P 500 Index: S&P data © 2022 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. (Indices are not available for direct investment; their performance does not reflect the expenses or trading costs associated with the management of an actual portfolio. Past performance is no guarantee of future results.)
DISCLOSURES
- Dallin works for EP Wealth Advisors
EP Wealth Advisors, LLC (“EP Wealth”) is a leading independent
registered investment adviser (“RIA”) on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, and integrated tax and estate planning.