Vantage Point with True North Wealth Partners
Vantage Point is for our Clients and those wanting to learn more about what's really going on within the markets and economy as well as overall Financial Planning Topics.
Vantage Point with True North Wealth Partners
Episode 30 - December 2022 - Year end info., 2023 updates, plus upcoming full rebalance
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True North Wealth Partners
In this episode, we will discuss the year ending. rebalancing and 2023 updates.
You can reach this episode on our website at https://www.mytruenorthwp.com, by other podcast venue sites, or by calling us at 614-929-2715. Also, feel free to share this episode with friends and family and sign up for our weekly e-mail 'Market Updates' via our website.