When you build a house, you need all kinds of permits and inspections to make sure it’s done right. This same type of consideration should be given when you“build” an investment portfolio. What investments (materials) should be used, how do you avoid taxes (poor insulation & leaks) and how should things betitled to coordinate with your estate plan? We think more people should have a better plan (blueprint) for building their investment portfolio so it can withstand more than just a typical financial “storm”. Watch this short video to learn more!