Know Thy Investments
- Author
- financialdna
- Published
- Tue 21 Apr 2009
- Episode Link
- https://www.podomatic.com/podcasts/financialdna/episodes/2009-04-21T07_59_42-07_00
The primary foundations of Financial DNA are "Know Thyself" and Know Thy Client". However, what I have not spoken up much before about is "Know Thy Investments". For both the advisor and the client this is absolutely critical to successful investing. Who at some point has been caught in an investment they did not fully understand and lost money?
