Ken G.
All good
My only desire would be a monthly tracker that showed the progress of the account. Understand that the account rests on the anniversary date but a progress tracker could still offer information of value. I literally created one in excel to satisfy myself
Response from Ty J. Young Wealth ManagementFeb 26, 2020
Thank you for being a valued client! Any interest earned will be applied to the account after the anniversary date. Many of our clients enjoy the fact that they can have the peace of mind so they do not have to worry about their accounts losing money due to market fluctuations. Our goal is to exceed your expectations from service and performance perspective. If there is anything else we can do to assist, please give us a call! – Ty J. Young Wealth Management




