Jun 23
The Enlightened Investor: A Diversified Portfolio vs. a Collection of Investments – “Recovery Returns”

Do you want a portfolio that’s vulnerable to wild swings in value? Likely not. In fact less volatile portfolios are both easier on the stomach and they help you achieve better long-term returns. For example, a portfolio that declines 10% this year requires an increase of 12% next year to recover its losses. If your portfolio […]

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KWB has helped me grow from a small sole-proprietorship to a corporation managing a large client list and several contractors.

Dustin Delfs, Laughing Dog Photography