112 | Your Plate Isn't Getting Any Bigger

Personal preferences, social responsibility, environmental concerns, and convictions of faith are some of the endless list of things influencing investment decisions in 2023.

Managing investments creates the unfortunate dynamic of having to sell something and disclose all the risks.

The trouble is that there are too many things to sell and too many risks to disclose.

Seth Godin would say, "The buffet line is far too long and the plates aren’t getting any bigger."

Our world is quickly changing to one where people have already been sold on their approach and just need help identifying the biggest risks.

I can’t keep tabs on all the options on the buffet line, but I can help you decide what to put on your plate.

There is no need to limit the buffet line or try to restrict everyone to Italian food when all you really need to do is help people fill their own plate with what they want while giving them a couple nutrition tips along the way.

We review investment options, we review investment performance, we give investment advice, and even help adjust your investment allocation if needed, but we do not manage investments.