Broker Check
Q3 2023 Portfolio Changes

Q3 2023 Portfolio Changes

August 18, 2023

Trade confirmations are kind of like receipts for the investments we buy or sell on your behalf. But honestly, they don't give you the full picture. They don't explain the reasons behind why we made those trades or what we were thinking at the time. 

We rebalance our portfolio’s quarterly, and we're excited to give you some insight into why we do what we do. Just click on the video below to hear Todd discuss the changes we've made this quarter. We want to keep you in the loop and help you understand the "why" behind it all. So, give Todd's video a watch by clicking the link below!