CB3 LIVE! - Update. Ep 6: ”First Year Variances”

Do you ever wonder why your portfolio performance might vary from what I state as the benchmark at CB3 Financial?

This seldom happens except and this is a big exception, except in the first year.

This exception you might guess is called first year variance. I’ll explain it all on this this important podcast for those of you that are clients who have just begun with this and not been with us yet a full year.