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welcome my friends to another edition the heritage wealth planning YouTube channel today I thought be kind of interesting to go through some various mutual fund companies and investment advisory firms and see what they give for portfolio recommendations I'm gonna use the same sample it's a $50,000 starting and we just go through the models that we have and see what the results are we'll use t rowe Price will use USA as well using this episode next one will be to a price next one be Vanguard we'll see if fidelity and Schwab are for these models as well be pretty interesting so we're going to show you the USA one first and I'm fond a USA had been a member of USA for many years going on 40 years now as a matter of fact and the USA runs deep and our family when my granddad had been a member back in the late 40s or early 50s or something like that so four generations of us a membership very fond of the firm used to work there for 10 years so we're gonna start with them so let's just you kno


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