Know what you own (understand your holdings) even if delegated to an advisor, and keep fees and taxes minimal, because these two factors determine the vast majority of wealth building outcomes.
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Unidentified Speaker — Liz Ann Sonders, Cliff Asness, Mike Green and 40+ Others Sh… [tqX-0CL1yms]Evidence Quote
“know what you own... do whatever you can to keep the fees and the taxes to a minimum”
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Liz Ann Sonders, Cliff Asness, Mike Green and 40+ Others Share Their Most Important Lesson— Excess ReturnsCreated: 8/11/2026, 6:46:49 AM
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