Posts by Michael H. Baker, CIMA®, CFP®

Joe’s Coffee: A Diversification Story

There’s a famous ice cream shop down by the beach…one that’s been there for over 20 years. One day, as I rolled in with my 2 children, I ran into the owner– an unassuming, portly gentleman named Joe. I’ve seen Joe numerous times over the years, and while we have always been cordial, we’ve never…

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