Are You Too Conservative?
One of most impactful investment decisions you will ever make is how you split your portfolio between stocks, bonds, and cash. Yet getting it right is one of the least understood aspects of wealth management. There is a methodical approach to it; insurance companies and pension funds use it. But outside of those institutions almost nobody does.
Fire Your Broker
The financial services industry, like medicine, evolves over time. This evolution is often forced by technological advancements, regulatory changes, fee compression and client expectations. The result is that a modern financial services practice looks different today than it did even ten years ago. This presentation is designed to provide individuals with a framework for evaluating financial services firms and professionals.