Mark Groesbeck
Mark Groesbeck
focusing happy modest telling
We're focusing on preservation of capital. I'm telling them to be happy with modest returns.
add cap companies domestic growth large percent small
I would typically say you could add 15 percent international, put 30 percent in small cap companies and 55 percent in large domestic growth names.
create incentive livelihood net options people tied welfare work worth
Options create an incentive for people to work hard. But if they don't diversify, then they have their net worth and their livelihood tied up to the welfare of one company.
boils couples figure help lifestyle type
There are seminars that can help couples figure out what type of 'spending' personalities they are. What it boils down to are lifestyle issues.