What is the Right Balance for “You” to Perform Well?

A message I feel really strongly about, regarding keeping an open mind and truly understanding what performance means. From being able to define its many forms to evaluating each with proper context and understanding. A 13-year bull market has created a lot of “know-it-alls” that will soon learn some hard lessons. The key to you performing well is finding the right balance of liquidity, income, volatility and expected return for you and your goals, and truly embracing that investing is NEVER easy.