Track Record Update (Ep. 25)
Jerry Goodman and Megan Hubbard are back, in Episode 25, to share how they’ve been able to materially improve the financial lives of many clients as a result of lower fees, lower investment costs, and using a diversified mix of common stocks instead of mutual funds. To help you gauge your own personal performance, they are also sharing their entire 81 month track record. Click here to see it for yourself! For the first nine months of 2025, you’ll see 210 accounts that averaged 33.2%… which is almost four TIMES better than the Dow Jones Industrial Average. As of September 30th, you’ll find 109 Advisory Accounts with a 5-Year net return of 18.3%…which is EIGHT points better than the Dow. To learn more listen to the entire episode for a detailed explanation of how this information may possibly help you materially improve your financial future as well!
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