Blog

It’s never too late to bring order to your investment universe. In this first installment in our four-part series, we’ll explore some sensible solutions to this perennial challenge.

At Mejlholm Wealth Management, we believe one of our most important roles is to serve as our clients’ “objective observer,” holding up a mirror whenever a blind spot may be blocking their financial view.

Since many of our most powerful biases are based on reflexive rather than reflective thinking, it’s not enough just to be aware of them. We must also learn how to defend against them. Or better yet, turn them to our advantage. How do you do that? By

Are crowds wise or delusional? The answer is yes to both, and this paradox has helped shape our investment recommendations through the years.

While it’s important to adhere to a long-term investment outlook, even an evidence-based portfolio is expected to evolve over time. New studies can change or add to our existing assumptions, with portfolio construction models evolving accordingly.

Even world-class investments won’t do, if they don’t align with your personal tastes and unique financial circumstances.

These days, there’s nearly no end to the shiny packaging in which product providers can wrap their offerings. Selecting the most appropriate structure—or structures—for your unique circumstances usually involves substantial due diligence.

As your advisor, we believe we add considerable value through our upfront and ongoing due diligence. We aim for a prudent balance between incorporating important innovations, without creating chaos.