4 Things You MUST Know About Your Investment (And Should Be On Your Statement)

Looking at your investment statement can feel overwhelming overwhelming. Today, I'm going to fix that by showing you the 4 key things you absolutely need to pay attention to. No complicated math, no confusing jargon. By the end of this video, you'll know exactly what to look for and why it matters for your money. And the best part? You can check all 4 of these things in just a few minutes each month to stay on top of your investments.

Not Sure Where to Start With Your Retirement Planning?
Download our FREE guide to learn the key factors you need to consider.
https://chisholmfinancialplanning.substack.com/p/7-retirement-planning-factors-free

🗓️ Schedule an Introductory Call
https://calendly.com/chisholmjenny/introductory-call

Chisholm Financial Planning & Investments is owned by Jenny Logan and is a registered investment advisory firm regulated by the Securities & Exchange Commission in accordance and compliance with US securities laws and regulations. Chisholm Financial Planning & Investments does not render, or offer to render, personalized investment or tax advice through any videos or other content on any social media platform to include YouTube. The information provided in these videos is provided without compensation and for informational and educational purposes only and does not constitute financial, tax, investment, or legal advice.

Copyright © 2024 Chisholm Financial Planning & Investments