Below is the quarterly benchmark performance report. This represents general benchmarks from the beginning of July, through the 3rd quarter, September 30th. If you’d like to see your actual performance, please reach out to us individually for a customized report.
If you have any questions about your specific investments, please let us know and we will be happy to set up a time to visit.
Warmest regards,
Katherine and Josh
Are you ready to take the next steps in securing your financial future? Click here to book a complimentary consultation with one of our team members.
