We’re Tired of Seeing Investors Hurt by the Investing Industry

Today, Paul invites Evan (from the Brentwood office) and Dan (from the Dixon office) on the show, and they quickly get into a discussion on some of the most frustrating parts of the investing industry. These advisors talk about their early experiences in the investment industry and how they were taught to twist academic research into advertising for products. Listen along to hear the investors talk giving an insider's view to the problems in their industry and how it’s easy for investors with some education and good intentions to get hurt. Later in the show, Paul shares how inheriting two REITs turned one investor's inheritance into a burden.

 

For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.