Lessons Learned

31/01/2024 18 min Temporada 1 Episodio 24
Lessons Learned

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Episode Synopsis

The last few years for investors have been historic and exhausting. Katie and Dennis take a look back at how fast-paced the financial markets changed and the challenges faced by investors. With different things working at different times, it can be easy to lose sight of a plan or strategy. Dennis and Katie share what they've learned over the last four years that they think will make them and their clients better investors in the future. Connect with Katie & Dennis:Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/Subscribe for more: https://www.mortonbrownfw.com/subscribe/Give feedback: [email protected] Disclosures: https://www.mortonbrownfw.com/important-disclosures/