043 – Seven Roles of an Advisor

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What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them. The truth is that no one knows what will happen next in investment markets. And if…

042 – The Wine Lovers’ Guide to Investing

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Savoring a vintage wine is one of life’s great pleasures. But often overlooked in the joy of consumption is the carefully calibrated journey from grape to glass. Similar levels of care are critical to good investment outcomes. A host of variables can determine whether a wine is great, good, mediocre, or undrinkable. These include the…