Episode 12 | DC Office Updates, Upcoming Portfolio Changes, & New Team Members
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Episode 12 | DC Office Updates, Upcoming Portfolio Changes, & New Team Members
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Episode 12 of the J&J Show is live! 🎙️
Josh and Joe revisit the latest comings and goings of the firm, share a status update on the new DC office building, introduce some new faces joining the team, and discuss upcoming changes being made to the model portfolio.
Big things are happening, tune in now for all the updates and what’s ahead. 📈
#JJShow #YTSWealthManagement #WealthManagement
Disclosures
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.