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Join Jeff Bernier, CFP®, ChFC, CFS and guests each month as they share insights and real-world strategies to help you gain the confidence and freedom to live a life of personal significance.
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Thursday Oct 14, 2021
Thursday Oct 14, 2021
"The important thing about an investment philosophy is that you have one you can stick with." David Booth, Co-Founder, Dimensional Fund Advisors
What is an investment philosophy and why does it matter? In this month's episode, Jeff tackles the fundamentals of a solid investment philosophy: faith in the capital markets, patience, and a disciplined approach. He shares practical considerations to develop your own investing process using the 6 pillars of TandemGrowth's investment philosophy. Click here for the 6 pillars of the investment journey to financial freedom.
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