EPISODE · Feb 19, 2024 · 14 MIN
Investing Excellence | Insights from Joss Brown Wealth Advisors
from Joss Brown Podcast · host Joss_Brown_Podcast
Join Dan Joss and Phillip Saunders on the Joss Brown Wealth Advisors podcast as they dissect a thought-provoking Morningstar article by Jeffrey Ptak. This episode delves into the psychology of investing and practical strategies for maximizing investment returns. They discuss the distinction between saving and investing, the pitfalls of fund selection, and the importance of disciplined rebalancing over impulsive trading. Tune in to gain valuable insights and apply these principles to your investment journey.For more info check out https://www.jossbrown.com/ or call (757) 903 - 2127
What this episode covers
Join Dan Joss and Phillip Saunders on the Joss Brown Wealth Advisors podcast as they dissect a thought-provoking Morningstar article by Jeffrey Ptak. This episode delves into the psychology of investing and practical strategies for maximizing investment returns. They discuss the distinction between saving and investing, the pitfalls of fund selection, and the importance of disciplined rebalancing over impulsive trading. Tune in to gain valuable insights and apply these principles to your inve...
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Investing Excellence | Insights from Joss Brown Wealth Advisors
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