Weekly Focus - December 31, 2014 - "The Need to Simplify Your Story"
When I look at all we have to offer the investing public, I can't help but think of Billy Joel singing "We Didn't Start the Fire." The song is a string of one hundred rapid-fire allusions. I stopped the above list somewhere between fifty and sixty investment categories. I could have easily gone to one hundred. In our anxiety to accumulate assets, we are creating an undecipherable mess. It's not only our clients who deserve better. You deserve better.