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