• The longer your portfolio is going up the more complacent investors become 
  • Short term moves of markets instead of long term objectives of money
  • Why do you care if there is a financial crisis?
  • Volatility’s an opportunity creator
  • Investors will start to care more about their money when corrections happen
  • People need to understand how their money is allocated
  • The difference between risk and investment
    • Beta of a portfolio is the volatility associated with it compared to a benchmark
  • Risk is relative… it is not absolute

March 6, 2018