Trevor Cummings, your host is joined by Deiya Pernas and Sean Latimer
For a financial professional, there are two decisions that need to be made:
(1) What will I recommend to clients? (2) What will I personally own?
What I find interesting is whether or not the same answer will suffice for both questions. As I mentioned, the investment options in the marketplace are extensive, but even this never-ending list is trumped by an even greater financial phenomenon – financial opinions. Everyone – amateur and professional alike – seems to have an opinion on how to invest and what to invest in.
Links mentioned in this episode:
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
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