Collaboration Beyond Blueprint

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The effectiveness of any professional service, particularly in architecture, hinges on the clarity of the problems being solved and the collaboration between all parties involved. Success depends on continuous support, open communication, and a commitment to achieving shared goals throughout the entire process, rather than merely delivering plans and walking away. Engaging deeply during the implementation phase ensures that the original vision is realized with fidelity and efficiency.

Choosing how to divide your assets among stocks, bonds, and other investment vehicles is a good first step, but asset allocation also impacts your tax rate, portfolio performance, and long-term ease of maintaining it all. In part two, Eric and Jason dig further into their own portfolios from their respective sides of FI and discuss the role of bonds, risk, tools you can use to assess your portfolio and model performance, rebalancing, and an interesting - not often discussed - case for financial advisors.

**Watch Part 1 here: https://youtu.be/OJG8_qct4hc

**Note: This content does not constitute investment advice and is being presented for informational and educational purposes only.