Portfolio Management 3

Portfolio Report Card: A $200,598 Retirement Plan Stuck in Neutral

Whenever we begin a journey, the excitement of getting started frequently overtakes us. We begin with unrealistic expectations and end disappointed. The investing experience of many people follows this unfortunate pattern. If you’re in this situation, there’s hope. Before I do a Portfolio Report Card for J.W. in Nashville, TN, here’s some background on him: …

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