Investment Fallacies – Chris Boyd and Jeff Perry review a recent Morningstar article (see link below) about investment fallacies. The pair have an in-depth conversation about a variety of financial planning beliefs (which may or may not be true), including the pending demise of Social Security, lower expected equity/stock returns, the limits of index investing, and the belief that one can be too old to benefit from a financial plan.

https://www.morningstar.com/columns/rekenthaler-report/they-told-me-wrong

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr