Crafting Cohesion

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.

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