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We Are Looking at Portfolio Management Too Narrowly

FundFire

By Scott MacKillop | December 8, 2016

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Building a solid portfolio is only half the battle

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To successfully get a client to where they want to be financially, building a solid portfolio is only half the battle. The portfolio can serve its purpose only if the client behaves like a successful long-term investor, and we must spend time teaching them how to do that as well.

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