Married Holding Hands

Can a Marriage of Investing Opposites Produce a Good Outcome?

Most of the almost $20 million in investment portfolios that I’ve analyzed and graded this year have been on individual accounts. But a few, like my latest Portfolio Report Card on a $823,000 portfolio for a couple from Oregon,  are joint accounts. Joint accounts involve multiple people with varying personalities which can be challenging. Ideally, the joint …

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