We were happy to contribute to a recent US News and World Report, Simplify Your Portfolio Without Sacrificing Returns.
“Where a portfolio’s investments are concerned, less is probably more. Too many holdings can be difficult to manage, not to mention inefficient, with both problems leading to lower returns over time….‘If an investor doesn’t understand something, they’re less likely to hold it for the long term, which is the best way to invest successfully,’ says Daniel Shepard, founder and president of Oak Road Wealth Management in Lee’s Summit, Missouri. The challenge lies in maintaining consistent returns as you pare down your portfolio.”
It’s a terrific, quick read full of great tips — we recommend you check it out!