Quarterly Update

Subject Markers

00:00 Preview

01:04 Features

01:22 Booking an Appointment

02:50 Run Down of the Markets

04:47 Growth Stocks

05:19 Value Stocks

06:18 Historical Average

09:54 Anything Can Happen

10:08 Portfolio Changes

12:27 Custodian News

14:37 Social Security News

19:02 Read This. Watch That.

21:34 Wrap Up