Portfolio MRI - The Us Wealth Advisors

Portfolio MRIcasper2022-09-06T16:52:02+00:00

Portfolio MRI

Do Your Mutual Funds “Talk” To Each Other? They Should…

Why? Say one mutual fund is selling Apple while another is buying Apple. Inefficient. Costing you $$$. It’s called overlap and happens ALL THE TIME. Eliminate overlap and have tons more fun at retirement.

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