I received an email from Harry in Chicago. He manages a few million dollars for a particular client. That client has an equal amount of money invested with another Advisor and firm across the street, and he won’t combine the two. The client uses the account across the street to pay taxes and expenses. When asked why he does this, the client has a traditional comment – ‘I don’t want all my eggs in one basket’. Harry’s question to me is “Should I leave well enough alone?”
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