Devang Shah public
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Like the fate of golden egg laying goose, wealth owners often destroy their long term portfolios by frequently making unplanned withdrawals from and additions to it. It is the result of a myopic view of keeping all money invested. Treating a Long Term portfolio like a bank account often results in making it behave like one.If you want to read this …
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One of the big myths that prevents clients from seeking out or making the most of a Financial Advisor (a real advisor not a sales representative) is the belief that Advisors "do investments". This short podcast explains key differences between Advisors and Investment Managers and hopes to start a conversation that will help consumers seek the right…
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