June 15, 2020
Recently, we upgraded our Black Diamond Portfolio reporting system and can now make it available for your personal use. The initial reviews from clients have been universally positive.
The Dashboard contains tabs for:
- Total Value
- Current vs.Target
- Projected Dividends and Income
- Bond Details
- Overall Market Results
If you would like us to set you up, please contact Meredith Fogel at (201) 632-2042 or Mfogel@wpsllc.net.
Have a great week everyone!
As always, if you have any questions or concerns, please call me.
CEO, CFP® Wealth Preservation Solutions
Personal Family Office / 360 Wealth Management