Finding Clarity in Investing with Lea Paine Highet , CFP®, TEP®

Financial Pearls of Wisdom with Erin Ardleigh, Episode 2In this episode of the Financial Pearls of Wisdom podcast, Erin Ardleigh speaks with Lea Paine Highet, CFP®, TEP®, Principal in Douglass Winthrop Advisors, LLC.Tune in to the episode to hear about:* How understanding what you own is the first step towards making informed financial decisions — By knowing your assets, you can assess risk, align investments with long-term goals, manage taxes efficiently, and understand your liquidity * The importance of comparing your portfolio's performance to relevant benchmarks * The critical role tax efficiency plays in investment strategy * The importance of communication among financial professionalsLearn more about Lea Paine Highet, CFP®, TEP®: * Connect with Lea on LinkedIn: https://www.linkedin.com/in/lea-highet-cfp-r-31b2903b * View Lea’s profile on Douglass Winthrop Advisors’ website: https://douglasswinthrop.com/team/lea-highet***********************************About Financial Pearls of Wisdom with Erin Ardleigh: In each episode of Financial Pearls of Wisdom, your host Erin Ardleigh speaks with an expert from the world of personal finance to share a pearl of wisdom from their industry. This podcast provides a deep dive on important topics that even some savvy consumers and industry professionals may not know. Watch or listen to more episodes of Financial Pearls of Wisdom: * YouTube:https://www.youtube.com/@dynamainsuranceConnect and learn more about your host, Erin Ardleigh: * Website: https://dynamainsurance.com * Connect with Erin on LinkedIn: https://www.linkedin.com/in/ardleigh