How I Invest My Own Money

<p>In today's episode <a href= "https://www.kathmere.com/team/nicholas-olesen-cfp" target= "_self">Nicholas Olesen</a>, CFP®, CPWA® and <a href= "https://www.kathmere.com/team/michael-p-mcdermott-cfp-aif" target= "_blank" rel="noopener">Michael McDermott</a>, CFP® talk about how they each invest their own money and also why their firm, <a href= "http://bit.ly/Kathmere" target="_blank" rel="noopener">Kathmere Capital</a>, manages models versus custom portfolios for their clients.</p> <ul> <li>Why investors should ask their advisors how they manage accounts, is it custom or model based?</li> <li>Models allow all the best thinking to be used for all clients at the same time</li> <li>How volatile times shine a light on the downside of custom portfolios</li> <li>They both share they invest their own money and why they invest just like their clients</li> </ul> <p>We hope this was a quick episode and the reasons we invest like we do was helpful for those that we are honored to serve but also those of you working with an advisor.</p> <p>Please send us feedback and any topic or questions you would like us to cover.  <a title="A Wealth of Advice" href= "mailto:nolesen@kathmere.com" target="_blank" rel="noopener">Email us at: nolesen@kathmere.com</a></p>