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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Thursday, September 17, 2026The Morning Brief →Sign in
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Kitces & Carl

In PWD coverage since September 17, 2026 · 1 story
PWD coverage
practice

Ask what the decision solved before you call it a mistake

Kitces and Richards would have advisors rebuild a client's reasoning before they rebuild the portfolio; the answer is what justifies the rewrite.
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