Consistent client communication takes time and often pulls advisors away from operations and planning work. The McBride Group has carved out a niche with their monthly client update videos covering portfolio performance, markets, and the economy.
Investing 101 teaches us that diversification is mandatory. To manage risk, you don’t want all of your eggs in one basket. Having a mix of securities across sectors, industries, and regions can help your portfolio withstand unexpected dives. Stocks, bonds, and alts all have a place in the modern portfolio.
In my years as an RIA, I’ve seen a number of colleagues who show up with their full hearts and minds on the job. We are a remarkable community. We work constantly and tirelessly for our clients, and by and large we understand the enormous task that is stewarding wealth.
