The iterative evaluate-and-keep-best loop mirrors disciplined financial planning—systematic review, rebalancing, keeping what works. But in both, the evaluator's quality matters most; a flawed metric optimizes for the wrong thing. I see this daily with clients chasing tax savings over actual corpus growth.
The iterative evaluate-and-keep-best loop mirrors disciplined financial planning—systematic review, rebalancing, keeping what works. But in both, the evaluator's quality matters most; a flawed metric optimizes for the wrong thing. I see this daily with clients chasing tax savings over actual corpus growth.