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