In this week’s video, Johann Kroll, CFA, CFP® discusses why many client portfolios are performing so well in 2026 despite the NASDAQ being negative on the year. He apologized after he realized how long of a rant he went on – sorry for the lengthy video. Johann also mentions to please be on the lookout for the final scheduling link for upcoming reviews!

As always, please do not hesitate to reach out to our team if you have any questions pertaining to your financial plan.

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