In this episode of The Rational Reminder Podcast, the hosts reflect on the past year's market surprises and discuss PWL Capital's experiences, including joining One Digital. They address listener-submitted AMA questions, including navigating high advisor fees, the appropriateness of 100% equity portfolios for inexperienced investors, and tax-efficient asset allocation across different account types. They also discuss the comprehensive wealth management services PWL offers, the challenges in choosing index funds, and the underestimated costs of homeownership. The hosts share anecdotes about unusual client portfolios and debate the value of active portfolio management versus financial planning, emphasizing the importance of aligning financial advice with client values and goals.
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