1) Ron does a Portfolio Report Card on a $503,000 retirement account for BDD in Ft.Worth, TX. He’s a doctor and he wants to accumulate $3 million in 10 years. Does his portfolio pass or fail?
2) A seasonal snapshot of the S&P 500
3) What’s going on with your investment portfolio? Does it pass or fail? Go to PortfolioReportCard.com and get paid $100 if you score “A.”