Most pay or lose more than they think.
The devil is in the details. Pay attention.
Some businesses are financially different when inflation drives up interest rates. Inflation can hurt your portfolio.
How much do you value or need predictability in your portfolio?
Be a humble decision maker when you know only a little of what you
will find later.
Being right is often the wrong goal.
It’s coming along and can handle relatively simple estates now.
You have not considered everything in your estate plan.
If you can use a model to anticipate your future, you can solve problems before they become a crisis.
Many estates have difficult assets within them. Be careful