On this episode of "On the Money" we discuss keys to investor success and the role of a financial planner. We also broadcasted the show on Facebook live for the first time ever! Check out the video recording of today's episode below!
Flattening Yield Curve (2:41 - 7:20)
5 Keys to Investor Success (7:21 - 33:40)
- Investor Behavior (8:00)
- A Financial Plan (11:51)
- Asset Allocation (17:25)
- Diversification (22:03)
- Minimize Costs (25:45)
What Does a Financial Planner Do? (33:40 - 52:00)