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Are Complicated Portfolios Necessary? Thumbnail

Are Complicated Portfolios Necessary?


On This Episode:

How complex should a financial plan be? On one hand, a single page plan sounds nice and easy to understand. But is that comprehensive enough if it can fit on one page?

Show Notes: 

2:07 - Headline: The Market Rebounding

5:44 - Main Topic: Are Complicated Portfolios Necessary?

6:19 - What Do You Typically See When It Comes To The Length Of The Financial Plan?

7:11 - Misconception Between Portfolio And The Plan

8:49 - The Rule Of 11

10:22 - Not Every Advisor Is The Right Fit

13:44 - Mailbag: Nancy Asks If She Should Invest In Her Employer’s Stock