The Perfect RIA

The Role of History in Financial Advising With Guest Mark Higgins [Episode 287]


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In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Mark Higgins, the author of 'Investing in U.S. Financial History.' Mark brings a treasure trove of knowledge, unpacking how understanding the financial past can be your crystal ball for navigating today's economic maze. From the intricate web of national debt to the future of entitlements, the conversation peels back layers of economic complexity that most advisors never explore. Listen in to discover how historical perspective can be your most powerful investment strategy because in the world of finance, those who understand the past are uniquely positioned to conquer the future.

The Role of History in Financial Advising With Guest Mark Higgins [Episode 287]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Mark Higgins: Book | LinkedIn | Newsletter | IFA Institutional

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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