The Gratitude Portfolio

Just in time for Thanksgiving! Kaleb and Amy talk about a portfolio of a different kind - one that can help you make calmer money decisions and hold firm when the market takes a turn!

Full podcast episodes: https://kcsifm.com/podcasts/lets-talk...
Schedule a Meeting: https://www.milestonefinancialgroup.c...
Call: 712-623-5726


Daniel S. Miller, Kaleb Robuck, Marcus Taylor, and Ashleigh Franco are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. A registered investment advisor located at 6020 E Fulton St., Ada, MI 49301. Milestone Financial Group is not affiliated with USA Financial Securities.
The strategies and concepts discussed are for educational purposes only and do not represent specific investment, tax, or estate planning advice. Investing carries an inherent element of risk and there is no guarantee of financial success or specific investment results. Results may vary based on individual circumstances. It is in everyone’s best interests to consult a tax, legal, or investment professional depending on their unique situations.