Whitaker-Myers Wealth Mgrs Monthly Webinar: MOAT Based Investing episode artwork

EPISODE · Feb 28, 2024 · 58 MIN

Whitaker-Myers Wealth Mgrs Monthly Webinar: MOAT Based Investing

from What We Learned in the Markets

Amanda Sharratt, Chief Investment Officer at  @whitaker-myerswealthmanage2043  , and Brad Pope and Kol Estreicher of Van Eck, along with Andrew Lane director of equity research at Morningstar help you understand the key ideas around MOAT based investing. The MOAT based strategy is simple - find companies that have a sustainable competitive advantage over time. Watch this video to learn more about this and talk to a qualified financial advisor to understand if this method of investing would be appropriate for you. Whitaker-Myers Wealth Managers, LTD is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Whitaker-Myers Wealth Managers, Van Eck and Morningstar are not affiliated.

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Whitaker-Myers Wealth Mgrs Monthly Webinar: MOAT Based Investing

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