Metric Financial

(860) 256-5895

  • Home
  • How We Invest
  • How We Plan
  • changing advisors
  • weekly market summary
  • Our Company Videos
  • Services and Costs
  • Quarterly Update
  • ETFs versus mutual funds
  • More
    • Home
    • How We Invest
    • How We Plan
    • changing advisors
    • weekly market summary
    • Our Company Videos
    • Services and Costs
    • Quarterly Update
    • ETFs versus mutual funds

(860) 256-5895

Metric Financial
  • Home
  • How We Invest
  • How We Plan
  • changing advisors
  • weekly market summary
  • Our Company Videos
  • Services and Costs
  • Quarterly Update
  • ETFs versus mutual funds

A Look Back

We call our Quarterly Update "A Look Back" to remind investors that, while it is important to stay informed, it is equally important to remember that the past is the past. Portfolios should be evaluated based on how they can help you achieve your goals.

ALookBack1Q25 (pdf)Download
ALookBack4Q24 (pdf)Download
ALookBack3Q24 (pdf)Download
ALookBack2Q24 (pdf)Download

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