by Tom Bradley

It happened during Lori and my annual ski trip. After a day on the hill and a couple of glasses of wine, my friend blurted it out: “Tom, you’re so needy.”

After a few jokes and comebacks, I took her feedback away and contemplated it. My conclusion: She was right. I am kind of needy, but ... it seems to be working for me. I have a wonderful life.

How does this relate to investing? Well, I made the connection during our recent 10 Years Wiser tour in my concluding remarks. I implored the audience to: “Be Needy.”

A quirky request to be sure, but my intentions were clear. Investing is about setting yourself up for the last third of your life. It’s super important.

Therefore, nothing should be overlooked or left unattended. No question unanswered. No fee or portfolio return unreported. And no asset mix left to drift.

When it comes to the relationship with your advisor or investment manager (including Steadyhand), you’re entitled to be demanding and exacting. You need to be. And like me, you shouldn’t be hesitant or embarrassed about it.