On this episode, Mark talks about:

  • Investors look to advisors to talk about their portfolio first and planning second
  • It's never too late to start
  • Many investors have questions about an investment portfolio first
    • Inherited money
    • Sold a business
    • Have a 401k rollover
    • Etc
  • Investors rarely come in and ask for a financial plan first
    • Nepsis clarity roadmap and clarity compass
  • Investors don’t know what to do with their money and they aren’t happy
  • Are you in it for the long term journey or are you focused on short term gains and returns
  • Facebook question: “Give examples of the Art in investing”
    • Strategic cost averaging
    • Tax loss harvesting
  • Active vs passive management
  • Risk is relative, its not absolute 
  • Not one position makes or breaks a portfolio

January 3, 2018