What’s the key to long-term investing success? Good habits. Dennis and Katie agree the key to success isn’t just about the balance of stocks and bonds but your ability to stick with your investment strategy. The episode underscores the valuable impact of financial advisors in providing behavioral coaching, with a reference to the Vanguard Advisor Alpha study, as well as the challenges faced during market downturns.
The portfolio that works best is the one that you can stick with. – Meb Faber
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Connect with Katie & Dennis:
- Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
- Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
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Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
Reference Links:
Collaboration with Shaping Wealth
Vanguard Advisor Alpha Study