Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Tuesday, September 20, 2011
Age and Investing
Looking for highly capable investors? Start by avoiding people under 50 or over 80. (And remind those over-80s to set up living trusts!) See Jeff Marshall's blog post: Investing Skill Can Decline with Age.
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