@cullenroche@MFintwit Volatility is definitely not the risk to focus on. Even if you could build a perfect MVO portfolio, it would be like winning the battle and (maybe) losing the war.
How is financial advice more than just investments? I recently spoke with a client about using a 1031 exchange to delay capital gains tax on the sale of a property.
How is financial advice more than just investments? Reviewing your Wills to see if anybody named needs to be changed. This has recently been the case with two clients.
t's not too late to register for my webinar tomorrow on taxes and retirement. I'll send a recording if you register and can't attend but will be answering questions live if you're able to join! https://t.co/M3CzPpB95N