2017 Annual Investment Review

Every year I address some of the most common client questions in a publication titled Annual Investment Review. Topics in this year’s issue include:

  • A Framework For Making Portfolio Changes
  • Disadvantages of Individual Bonds
  • Myopic Loss Aversion
  • Confirmation Bias
  • The Cost of Diversification
  • An Examination of Risk

Click here or the image below to view the full issue.


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