It’s impossible to predict which asset classes will outperform in any year. You could get lucky, and pick a winner. But over time, you’re likely to be a loser.
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Investing Insights Newsletter
Advisor Perspectives Articles
A critical component of The Solin Process℠ is asking questions. When advisors tell me they ask questions, I ask them to provide examples. Here are some common ones:
Don’t assume that prospects and clients should be interested in financial data. Some are. Others will tell you they trust you to do right by them without getting “into the weeds.”