Jul 8, 2024
Lessons from the Morningstar Investor Conference – After
attending the Morningstar
Investors Conference, Chris Boyd summaries lessons learned. Chris
starts out by sharing
a chance meeting with legendary investor Mario Gabelli. Chris goes
on to share what he
took away from Morningstar’s CEO Kumal Lapoor’s comments at the
Conference which
in part predict lower stock market returns over the next ten years.
Chris and Jeff go on to
debate the value of long-term market forecasts and why staying true
to a financial plan is
critical.
For more information or to reach Chris Boyd or Jeff Perry, click
the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr