The amount of time we spend talking about their investment portfolio? Minimal. The amount of time we spend talking about them, what’s going on in their lives and the progress they are making towards their goals? That makes up the vast majority...

In investing there are no absolute right or wrong answers, only better or worse solutions. Better solutions are founded in a process that encompasses insight into the problem (‘How should I invest?’), are focused on reducing uncertainty (with as little risk as possible) and...