Copper Leaf Financial welcomes friend and investment expert Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners. We will address strategies for avoiding mistakes and much more. Specifically, we will discuss:
- How today’s markets differ from times past.
- Shatter myths about money that you’ve come to accept. We may even challenge the conventional wisdom you’ve received from friends, other advisors, and other so-called “experts”.
- The markets, portfolio construction, alternative asset classes, smart tax strategies, and some of the investment mistakes that smart investors make.
As a sought-after speaker and co-author of eight books on investing, Larry Swedroe has also had appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. He is a prolific writer, contributing regularly to multiple outlets, including Advisor Perspectives and The Evidence-Based Investor.
