It’s not every often that advisors discuss how they invest their personal funds, but it is a fair question for clients to ask. My friend Isaiah Douglass, CFP® joins me again to discuss how we manage our portfolios and how we think advisors should be allocating their market investments.
Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.