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Crafting Cohesion
Manage episode 389224789 series 3486023
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Dennis and Katie give some examples of the random collection of investments and products they've seen built up over time on client statements. They explain why a cluttered portfolio can be a detriment to achieving financial goals while highlighting the importance of a cohesive strategy and identifying purpose when choosing to add something new or make a change. Katie and Dennis also reflect on some wise words of the late Charlie Munger, an influential voice in the industry.
Connect with Katie & Dennis:
- Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
- Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
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- Give feedback: info@mortonbrownfw.com
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
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