Money Tip: How do you track progress in your investment portfolio?

Money Tip: How do you track progress in your investment portfolio?

Posted by Anna Sergunina on Feb 20, 2020
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In today’s Money Tip, Anna Sergunina is going over how to track progress in your investment portfolio.

If you’ve ever wondered whether or not your investments are successful, or you aren’t sure whether you’re hitting your targets, this video is for you!

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Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I’m Anna Sergunina, CFP®, President & CEO of MainStreet Financial Planning, Inc. For over 20 years, I’ve helped families prepare for retirement with clarity and confidence — simplifying money decisions so they can enjoy the life they’ve worked hard for. Outside of work, I’m a mom of two, always balancing family life with my passion for guiding others toward financial freedom.

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