Investment strategies and planning require thinking through multiple layers of decisions to determine the optimal strategies to address our investors' goals, changing financial markets, taxes, and the economic environment.
Transparency is the best risk control for a portfolio. Knowing how, where and why your money is invested reduces anxiety and improves long-term focus.
Staying focused on what works and not being distracted by investment fads, media noise and bad information is critical to long-term investment success.
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