• Lessons from the Morningstar Investor Conference

  • Jul 8 2024
  • Duración: 31 m
  • Podcast

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Lessons from the Morningstar Investor Conference

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  • 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
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