Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Ten Lessons from Two Decades of Managing Money

May 13, 2024

01:04:28

In this episode of Two Quants and a Financial Planner, we explore the biggest lessons we've learned throughout our careers in investing and financial planning. We discuss the importance of diversification, the challenges of balancing long-term strategies with changing market conditions, and the critical role of understanding an investor's true risk tolerance. We also discuss the principal-agent conflict, the potential pitfalls of relying solely on quantitative measures, and the necessity of adapting to an ever-evolving financial landscape.

We hope you enjoy the discussion.

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