Something Personal

Investing Fundamentals


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This episode compares investing to many things, from roller coasters to maintaining a healthy diet. But what do you really need to know to make wise investment choices? And why do even financial professionals sometimes struggle to make prudent choices with their own money?

Benjamin C. Sullivan, CFP®, CVA, EA, breaks down the fundamentals of investing in this wide-ranging conversation. Ben and host Amy Laburda also discuss some of the common biases that can trip us up even when we try to make sound investment decisions. Investing isn’t always easy, but it doesn’t have to be complicated. Listen in to learn more.

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Something PersonalBy Palisades Hudson Financial Group