EPISODE · Oct 15, 2019 · 27 MIN
Timeless Lessons For Both Bond & Stock Investors - Dan Moskowitz, CFP® $350M AUM
from Smart Money Circle · host Adam Sarhan
In this episode, Dan Moskowitz, CFP® & President of Chatham Wealth Management, who manages $350M AUM gives you timeless lessons for both bond and stock investors. Dan talks about the importance of having a well diversified portfolio, being patient, and owning a company based on its fundamentals, not the stock price, latest headline, or tweet du jour. Dan can be reached at: Phone Number: (800) 472-8086 Website: http://www.chathamwealth.com/
What this episode covers
In this episode, Dan Moskowitz, CFP® & President of Chatham Wealth Management, who manages $350M AUM gives you timeless lessons for both bond and stock investors. Dan talks about the importance of having a well diversified portfolio, being patient, and owning a company based on its fundamentals, not the stock price, latest headline, or tweet du jour. Dan can be reached at: Phone Number: (800) 472-8086 Website: http://www.chathamwealth.com/
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Timeless Lessons For Both Bond & Stock Investors - Dan Moskowitz, CFP® $350M AUM
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