How to Deal With an Asset or Fund

There's a lot of times in recently, I was tweeting about this where we were talking about how most investors don't establish how they're going to deal with an asset or a fund. And there's many times, I think to myself, I really would like, it's not all the time, but there's sometimes I say, I kind of wish these weren't public funds because I would like to have a one page intake form almost like you go to the doctor's office.

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