Portfolio By Design
Trevor Cumming and Sean Latimer discuss financial matters for every investor.
Trevor Cumming and Sean Latimer discuss financial matters for every investor.
Today I want to talk about portfolio design. Specifically, I want to start with the basics; the foundational concepts of how one begins to build a portfolio.
But first, let’s talk a little bit about road trips…
Links mentioned in this episode:
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
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