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WealthTrack

WealthTrack

The right track to your financial health.

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PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH

PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH

  • Do they act as fiduciaries, putting clients’ interests first?
  • Do they have a clearly stated mission and investment objectives?
  • Are they committed to disciplined investing for the long term, built to last?
  • Are they cost conscious?
  • Are they honest about mistakes and humble about their successes?

Watch the related WEALTHTRACK episode.

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