Broker Check


You’ve Got to Know When to Hold ‘Em

To be a successful investor, you need to be able to block out the noise. In a world where entertainment outweighs information, it’s not always easy to filter out the truth from the sensational. Today we want to dive into this world of entertainment investing versus building a true financial plan.

Matt and Steve will focus on the approach we take to help clients build a well-crafted plan that protects them from the doomsday news and fear that sells advertising. Experts on the news prioritize personalities over guidance and it’s not uncommon for them to get it wrong. So how do we stay on course in a world full of instant headlines and multi-media distractions? Listen in as we tackle the art of investment, finance, and the journey toward a comfortable retirement. 

Here’s some of what we discuss in this episode:

0:00 – Intro

1:45 – Jim Cramer

5:12 – 7 sins of investing

9:09 – Track record investing