Step 1: Watch this walkthrough of the downsides of templated portfolios
Demo: How this client’s cookie-cutter portfolio prevented them from purchasing a home
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This content is for educational purposes only and should not be considered individualized investment or tax advice. The situation described is based on an anonymized client scenario as of 5/15/25 and is not intended to represent all client experiences or outcomes. Individual tax and investment decisions depend on personal circumstances and may differ significantly. This is not a testimonial or endorsement. No compensation was provided. The firm referenced is not affiliated with Scratch Capital. Mention of any third-party firm is for context only and does not imply criticism or endorsement.
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