“Ultimately, there’s one investment that supersedes all others: Invest in yourself," Warren Buffett said. "Nobody can take away what you’ve got in yourself, and everybody has potential they haven’t used yet.”
After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.
What can we do for our clients that they can’t do on their own? What can make us better at managing their money than they are?
Identifying investment objectives and achieving stakeholder buy-in is the critical first step in connecting these objectives to portfolio construction.
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