On this episode, Mark talks about:

  • Own a more global portfolio
  • Investors don't like to talk to financial advisor
    • It makes them uncomfortable
    • They hear the same thing over and over
  • Indexes are designed to be guidelines not investment vehicles
  • Discussing issues or experiences with Advisor Josh and Kevin
  • It's not always the guy who knows the most, its the person willing to lead
  • Leadership is incredibly important in an advisor
    • It's not about appeasing a client
  • Work with a firm that enables you to see and understand how your portfolio operates
  • Mistakes investors make:
    • “The fear of missing out”
    • “What goes up must come down”
  • Any pull back investors are waiting
  • We have never seen interest rates this low

January 4. 2018