Getting Challenged on Your Numbers

Kirk: It's hard to be objective when it's your own money, but having an investment policy statement in clear mandate can help. Ray: People don't get challenged on their numbers enough. Just look at us cash flow and say, "Oh, this looks fine" And then you get a bunch of data that is going to lead you to decide whether or not we should put our money in the right place.Ray: You have to sort o figure out, ok, i've got to have some things that excite me. Pray, nobody talks about the muny von portfolioi not really exciting. I want to support entre penors of color because i'm a