July 30, 2019
True North Team Introductions
In today’s video, we’re doing something a little bit different. For those of you who are existing clients, you probably call once in a while, and you talk to maybe Melissa, Casey, Lara or Doug and you’ve never actually met our staff.
We wanted to take this week’s video and do some introductions so you could learn a little bit about who our staff is, what they do here at True North, and how they’re here to serve you!
THANKS FOR WATCHING!
We hope that these introductions to all the members of the True North staff have really helped you to put a face to a name so that the next time you call, the next time you come into our office, you know a little bit about who the people are that are helping you with your financial situation, helping you with your retirement and helping you even with the small details of getting account access online or sending you a check in the mail. These are the people who keep True North running and the lights on and are working very hard for you every day to provide the highest level of service that we possibly can to make you happy.
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The views outlined in this newsletter are those of True North Retirement Advisors (TNRA) and should not be construed as individualized or personalized investment advice. Any economic and/or performance information cited is historical and not indicative of future results. Economic forecasts set forth may not develop as predicted.
Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for a given client or portfolio.
Investing in stocks includes numerous specific risks including the fluctuation of dividend, loss of entire principal and potential illiquidity of the investment in a declining market. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond and bond mutual fund values and yields will decline as interest rates rise and bonds are subject to availability and change in price.
Any questions regarding the applicability of any specific issue discussed above should be addressed with TNRA. All information, including that used to compile charts and/or tables, is obtained from sources believed to be reliable, but TNRA has not verified its accuracy and does not guarantee its reliability.
Moreover, you should not assume that any discussion or information contained in the newsletter serves as the receipt of, or as a substitute for, personalized investment advice from TNRA or from any other investment professional. To the extent that you have any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with TNRA or the professional advisor of your choosing. All information, including that used to compile charts, is obtained from sources believed to be reliable, but TNRA has not verified its accuracy and does not guarantee its reliability.