Advice for Giving Advice

What do you say when somebody asks you what they should do with their portfolio?
Here’s what you say, “Sorry, I can’t help you.”
I know that sounds oddly robotic, especially if you work in the financial services industry.
In general, people who don’t work in finance expect those who do to have an opinion on Apple, Tesla, Bitcoin, or whatever they’re asking about. So they’ll pro…

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