Today's episode of the American Dream Experience welcomes back Margaret Wittkopp, Founder and CEO of Veritas Financial Services, as she illustrates clear cut ways to measure the success or failure of your investments.

Margie begins with the Modern Portfolio Theory and explains how making money is not the sole barometer for success. For wise investors, an academic approach to investment decisions leads to the ultimate goal: Your American Dream!

Highlights:

(03:00) Explaining Modern Portfolio Theory

(06:38) Analyzing your portfolio and measuring against the market

(12:04) A pro-business government stance

Key Links:

* Veritas Financial Services, LLC website at http://veritasinvesting.com

* You can also get in touch with Margie directly via email at [email protected]

You can ask questions, get educational resources, and sign up for the next American Dream Experience event by calling the Veritas Office at (920) 893-5262.

In today's podcast, Margaret Wittkopp, Founder and CEO of Veritas Financial Services, shares her thoughts on having a customized lifelong game plan and its positive impact on investing and spending decisions. Detours in life are inevitable, so being financially prepared for these ups and down keeps you well on your way to your American Dream. Also included in this episode is a discussion on investor policy statements and why this aligns with your customized game plan for life.

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