8.25.17 – Vestory Office Opening

Nov 20

FROM OUR AUDIO ARCHIVES

Please do not call the phone number in podcast. Use 855-935-8255 instead.

Also, the ads and other information may not be accurate at the time you listen.

We celebrate the 2017 opening of our new office.

What funds we recommend when first starting a portfolio.

When to choose a ROTH IRA over a traditional IRA.

What determines a conservative portfolio vs an aggressive one.

Is it ever appropriate to purchase an annuity?

Don McDonald

8.18.17 – Anything for a Buck