The Universal Pie Chart

Last week we looked at the merits of Asset Aggregation. This week we turn to the benefits of it. We start to discuss what diversification is, and what it isn't, and we move closer to a conversation about Optimizing Assets.

We hope you enjoy this week's foundational work on the benefits of a singular investment plan, including genuine diversification, tax optimization, and a correlation analysis. We continue to encourage you to take time to aggregate assets independently, and invite you to use our sponsor's FUSION tool anytime: www.fidereadvice.com/fusion

Gratefully,

Aaron & Team

Weekly Roundup - Nov 3 - 7, 2025.pdf

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Optimize Your Assets.pdf

Download PDF • 1.60MB

FIDERE MVA REFERENCE.pdf

Download PDF • 184KB

Weekly Verses:

If any of you lacks wisdom, let him ask God, who gives generously to all without reproach, and it will be given him. - James 1:5, (ESV)

But the wisdom from above is first pure, then peaceable, gentle, open to reason, full of mercy and good fruits, impartial and sincere. And a harvest of righteousness is sown in peace by those who make peace. - James 3:13, (ESV)

References:

English Standard Version Bible, 2001, James 1:5, 3:13

Fidere Media, LLC is not affiliated with Fidere Advisors, LLC.  Content on this site and related linked sites is offered for informational purposes only, and does not represent advice, an offer to transact securities, or a financial planning engagement.