Portfolio Confidential

In the last two months I’ve received dozens of emails and calls from men and women around the world seeking my advice on their financial situations. They want to talk about things they might not feel comfortable discussing with their advisor or their spouse, or they might just want help finding sources of information for their family. With no judgement, jargon or sales pitch. Today, I’ll share four of my real world confidential portfolio discussions. We are a couple in...