835 North Post, Suite 102
Spokane, WA 99201
583 Battery St, Suite 3603
Seattle, WA 98121

How to Really Manage Money

It never ceases to amaze me how little thought goes into portfolio creation, whether that’s an individual investor or even an advisor. And I’ve seen both firsthand many, many times. Do you really know what you own? Is each position mapping to the big picture? Are you actually diversified? Have you "war-gamed" what moves you can, and will, make during a significant risk off event? Most don’t even think of the questions, fewer know the answers and very few put it into practice when it counts.
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