On Diversification
It often pays to go back to basics
A Story on Diversification
A financial advisor friend met with a young woman in 2021 whose company had just IPO’d. She was one of the initial employees of a startup that made it big. Overnight, she and her husband were worth $10,000,000.
During an introductory meeting, the tech employee and her husband asked my friend what they should do in his professi…
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