Portfolio Report Card: A $171, 000 Retirement Portfolio Weighed Down by Cost

What is the optimal investment portfolio? Is it the one that contains the hottest performing stocks and funds? Actually, it’s the portfolio that perfectly represents a person’s psychology, life circumstances, financial needs, and future goals. My latest Portfolio Report Card is for K.B., a 49 year-old U.S. Marine Officer serving overseas. He told me he …

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