• Not a fan of giving blanket advice one radio because everyones life and situation is different!

  • whats right for one person isn’t necessarily best for another person and so on

  • Focused on talking more conceptually and educating on how to give perspective to help your decision making process when it comes to investing

    Two main questions:

    Are your investments doing the best they can and are you on track to reach your goals

    • the rate of return one gets in their portfolio is relative

    • the number is a result of a process

    • do not compare end results when you have no idea how they were achieved

      • its only important if you sell your end results!

    • Do you know what the greatest risk in your portfolio is?

    • do you know your largest holding and how it affects your plan?? not mutual fund or ETF… HOLDING

April 2, 2019