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How are my stocks selected now that you have partnered with an outside agency? Are there some investments that are off limits (Janus, Fidelity)? Does the local office still have the individual ability to vary from the recommendations of Matson Money or can decisions be made outside MM’s touted funds?
In my experience developing a true purpose for money is absolutely essential for creating a successful investing process. Without it the default position for investing becomes speculating and gambling without an understanding of underlying risk. Great job guys, in sharing this with investors!