To accurately represent you and who you are, your portfolio has to be bigger than itself. It should almost be your alter ego, a piece of a comprehensive plan that integrates your today, your tomorrow, and the dreams you have for all you love.
When I first meet people, they usually have a descriptive word for their portfolio risk. They may say it’s conservative, but does conservative in their mind mean the same thing as it does in mine? A client can seldom tell me their portfolio risk and then explain how that...
I could sit here tonight and write about what the markets will do tomorrow. There’s a good chance that what I write will be correct. And if I was right, would you attribute that to brilliance or luck? We would