In this episode, Mark talks about the four keys: a solid investment philosophy and strategy, flexibility in the process, transparency. He also talks about the Clarity Roadmap: investors believe their portfolio has to outperform an index every year - wrong! It's not a year over year thing. “Don’t go active, go passive because money managers under perform”. He also discusses the idea of being passive. Ultimate clarity should enhance your goals and success.

April 18, 2017