Carl Victor Over the years, I have handled our investments, selecting investments in companies that I have dealt with, knowing that we would receive stock splits and have significant gains. Unfortunately, that was many years ago and over our 50 years of investing we built, to our needs, a portfolio which was too susceptible to market fluctuations. Some years ago, we met Matt who reorganized our portfolio to account for those variances in the market and we are exceptionally satisfied with his outstanding understanding of how our investments are affected by market performance and taxes. Surprisingly, this year we had a tax return, not much, but better than giving the Fed our money.
Our personal analysis of Matt is that he is an honest person with a reassuring personality that makes us comfortable. Thanks Matt, Priscilla is also a pleasurable asset in the Edward Jones office. No, we are not related to either.
Carl and Joan Victor
5 /5
