Bert’s Quarterly Goal Review

We are done with one-quarter in 2015 folks.  As Lanny mentioned, time flies by!  These last three months have been a whirlwind for me, personally, professionally, and investing wise.   Between helping plan a wedding, working a busy season, making some stock purchases and other big decisions (you guys will know soon enough!), the first three months were a giant blur.   But these are all great events and I have set myself up to have a very memorable 9 months of 2015!  This year I told myself that I was going to pay closer attention to my goals to make sure that I am on target to meet the goals and that way, if I need to, I can make any necessary adjustments.  Well, here we go, let’s dive into my quarterly goal review!

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